Whether you are retiring or changing jobs, decisions need to be made regarding the retirement funds you have accumulated at your job. As these changes occur in your life, it is important control how your past savings and future contributions are maintained. Walter J. Reyna, Inc. is committed to making sure your savings are well-protected as you move into different stages of your life.
The Rollover process is simply a transfer of your employer sponsored retirement plan into your own personal IRA. For most people, the difficulty lies not just in the paperwork involved to conduct the rollover, but in figuring out how to start the process in the first place. The rollover process and paperwork can be hefty and quite intimidating for individuals who do not have a financial background. Our trusted team at Walter J. Reyna, Inc. will take care of all of the necessary paperwork and make your rollover process as painless as possible. In fact, our number one goal in this process is to reassuringly and seamlessly get you from point A to point B.