About Us Manage My Account Become a Member Careers Locations Contact Us ONLINE BANKING LOGIN Bank Prepare Borrow Learn Business Home Prepare > Financial Planning > 401K Rollover 401k Rollover If you've ever moved on from an old job, did you leave your 401(k) behind? You have choices regarding your 401(k). You can roll it into an IRA, leave it where it is, cash it out, or even roll it into your new company's 401(k). Why move your 401(k) to an IRA? Rolling it into an IRA is fast and easy and could go a long way toward helping you achieve your financial goals. When it comes to your old 401(k), you have options. But, few offer the benefits you could realize with a rollover to an IRA: potential lower investment expenses more investment choices ultimate flexibility and control Use what we know to make your savings grow Should you invest in a Traditional IRA and then convert to a Roth IRA? What mix of investments makes the most sense for you? Sit down with the professionals at St. Mary’s Financial Services and get the facts. To learn more about 401(k)-to-IRA rollovers, or to schedule your complimentary planning session, connect with one of our Financial Professionals, or contact us at 603-629-1524. Check the background of these investment professionals on FINRA's BrokerCheck Before choosing the IRA Rollover option, please take the time to discuss it with your financial professional. Investors should consider the fees and charges of a rollover, including account opening fees, sales charges, etc.; service and withdrawal options compared to their current retirement plan; Required Minimum Distributions (RMDs) requirements; protection from creditors and legal judgments; and other advantages and disadvantages of each option. *St. Mary's Financial Services professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. AdTrax Approval #FR-2655039.1-0719-0821 Financial Planning Services 401K Rollover Estate Planning Small Business Retirement Contact a Financial Professional Insurance Services Resources Bank Account Access Resources Prepare Financial Planning Insurance Services Resources Borrow Consumer Loans Mortgage Business Lending Learn Fraud Prevention Community Outreach Scholarship Seminars & Events Calculators Business Bank Borrow Small Business Retirement Bank at Work Links & Resources Applications & Forms Routing # 011400149 NMLS ID# 690869 Member Contact Center: 1-888-786-2791 Card Support Center: 1-877-268-2612 Card Dispute Support: 1-877-504-3009 Main Office: 1-800-950-8850 Automated Telephone Banking: 603-647-1177 200 McGregor Street Manchester, NH 03102 © 2021 St. Mary's Bank. All rights reserved Federally Insured by NCUA Contact Us Make a Loan Payment Privacy Policy Account Disclosures Consumer Schedule of Fees Site Disclosure Sitemap