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  • IRA Rollover Services

    Let us help simplify the process of consolidating your retirement assets.

    Change can be good — it can also lead to a fresh discussion about your IRA or 401(k) strategy. Sit down with one of our Financial Advisors to discuss your options. We can assess your current plan to determine if it will continue to meet your needs, based on your financial goals. If not, we’ll suggest strategies that will better address your objectives for the future.

    Leaving Your Employer?

    When you leave a job where you have a 401(k) plan you have several options for your plan and can engage in a combination of the following: 

    • Leave the money in your former employer’s plan, if permitted;

    • Roll over the assets to your new employer’s plan, if one is available and rollovers are permitted;

    • Roll over to an IRA; or

    • Cash out the account value.

     

    Contact Us Today

    For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response within 1-2 business days.

    **Check the background of our Financial Advisors on FINRA's BrokerCheck site.
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    Make an Appointment
  • Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRAOpens a new window/SIPCOpens a new window). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Investment Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Investment Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Investment Management. The Tech Investment Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.

    Securities and insurance offered through LPL or its affiliates are:

    Not Insured by NCUA or Any Other Government Agency

    Not Credit Union Guaranteed

    Not Credit Union Deposits or Obligations

    May Lose Value


    Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

    Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.htmlOpens a new window for more detailed information.

     

    Check the background of our Financial Advisor on FINRA's BrokerCheck site.
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ABA/Routing Number: 121181976 | NMLS ID #551926 If you are using a screen reader or other auxiliary aide and are having problems using this website, please call (844) 909-5146 for assistance. Also, all products, services and information on this website are available at any of our physical branches, where we would be happy to assist you further.

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