Do you know what to do with your old 401Ks/Rollover IRAs/Roth IRAs?

The most popular option is to transfer your balance into a rollover IRA.  First, the money you worked hard to save will continue to be invested for your retirement.  Second, a direct rollover to an IRA has no current income tax consequences, so your entire vested balance goes into the IRA.  Third, if you open a rollover IRA with Calder Investment Advisors, you will have virtually unlimited investment options on the Fidelity platform.  But most importantly, the financial advisors at Calder will always be there to assist you.  You have multiple options available to you when deciding what to do with your old accounts, call our office today to see what is best for you.

What is Riskalyze?

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations. Click here to find out what your risk number is.

When should I start taking Social Security?

Choosing the right Social Security election may be the most important decision of your retirement.  This decision can impact your retirement income by thousands of dollars.  In fact, the difference between the best and worst possible decision of when to elect to take your Social Security benefits could be well over $100,000.  Let Calder help you with this important decision. Contact Patrick at 616-235-2442 or for a free consultation.

Request More Information