Phone Number: 763-639-0868

Monday, November 18, 2019

Rollover IRA - 401k or Other

A rollover is a tax-free transfer of assets from a retirement plan to either a traditional IRA or another employer's retirement plan. Rollovers generally come from 401(k) plans and other types of defined contribution plans. If a rollover is done properly and all rules are followed, there will be no taxes or penalties.

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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC.  Conneran Financial is Independent of ProEquities, Inc.

Please be advised that presently Thomas Conneran holds series 6, 7, 63 and 65 licenses in CA, CT, DC, MD, MN, MT, ND, TX, VA, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.