IRA Rollover

Keep your workplace retirement plans with you—no matter where you go.

One of the benefits of a qualified retirement plan through work is that if you leave your job, you‘re able to take your savings with you. Employer-sponsored retirement savings such as 401(k)s are portable, but many individuals still wonder what they should do with their plans if they change jobs.

By rolling over your retirement assets to an IRA from Sentinel Securities, Inc., you’re able to move eligible monies from your former employer's retirement plan without paying current taxes or penalties.*

Enjoy the freedom to control your overall retirement plan and keep your retirement savings accessible no matter where your job takes you. Let Sentinel Securities help take control of your retirement assets you’ve built.

Simple Steps to Rolling Over Your Retirement Savings:

• Find out what your former employer requires in order to do a rollover
  
  
• Have a Sentinel Securities representative help you through the process by calling 888-880-1330.
  
  
• Complete the necessary forms and send along with a check payable to Pershing, LLC. Mail completed application and rollover check to:

      Sentinel Securities, Inc.
      Attn: New Accounts
      55 Walkers Brook Drive, Suite 100
      P.O. Box 5002
      Reading, MA 01867.

If you'd like to speak with a Sentinel Securities Representative to learn more about your IRA Rollover options, call 888-880-1330 or email SSI.CustomerResponse@SBGI.com.

* Distribution amounts eligible for rollover are generally all pre-tax contributions (contributions made to your plan that have not yet been taxed) and any investment earnings on both pre-tax and after-tax contributions. After-tax money in an IRA, including after-tax money rolled in from a qualified 403(b) or governmental 457(b) plan cannot be rolled from the IRA to a qualified 401(b) or government 457(b) plan.

There is no guarantee that any investment portfolio will achieve investment objectives. Your value invested will vary.  Investments of this type are neither insured or guaranteed by the Federal Deposit Insurance Company or any other U.S. government agency.