Retirement Services

Retirement Services

Novare Capital Management can assist you in a tax-free rollover of your current IRA, 401(k) or other tax qualified plan. Rollover IRAs are vehicles that hold money transferred from qualified plans such as Profit Sharing, 401(k) or 403(b) plans. Transferring assets to a Rollover IRA allows the qualifying assets to continue accumulating on a tax-deferred basis without incurring IRS penalties.

Roth IRA Conversions
The Roth IRA is a unique type of IRA created in 1998 as another investment vehicle to encourage people to save for retirement. The Roth IRA is a retirement account that is funded with post-tax income. The main difference between the Roth IRA and other retirement accounts like a 401(k) or Traditional IRA is that the Roth allows you to avoid taxes when the money is withdrawn in retirement.

Many investors want to know if they should convert their Traditional or Rollover IRA to a Roth IRA in order to receive tax free distributions during retirement. Novare Capital Management can provide an analysis to determine if you would benefit from a Roth IRA conversion.

Profit Sharing Plans
Novare Capital Management provides customized portfolio management for company-sponsored profit sharing plans. Please contact us for more information.