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Investment Services>IRA Rollovers

We can assist you in making a smooth financial transition from working years to retirement. If you are entitled to a lump sum distribution from a company retirement plan, you are counseled on tax and investment options. When a lump sum is to be rolled over into an IRA, we will:
arrange for the direct transfer of assets to avoid withholding taxes and penalties
help you choose appropriate investments in your self-directed IRA
design a schedule of minimum withdrawals from the IRA to avoid potential tax penalties

For more information, call 217.351.2870 or email:

Charlie Osborne
osborne@bankchampaign.com
Karen Sharp
sharp@bankchampaign.com

 

 

 

 

 

 

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