I'm ready to assist you. Call: 714-875-4509

Carol Knowlton


About IRA Rollovers
Rollover means to move money from a 401(k) or other qualified retirement plan into an IRA. If you receive a payout from your company-sponsored retirement plan, choosing a Rollover IRA could be to your advantage. You will continue to receive the tax-deferred status on your retirement savings and you will avoid penalties and taxes (restrictions, limitations and fees may apply).
Alternate textIt's a good idea to keep your Rollover IRA separate from any other IRA's you might have because once you make contributions to a Rollover not from a company sponsored plan, you lose the right to move this Rollover to a company sponsored plan in the future.

Securities offered through Securities America, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Carol Knowlton, Registered Representative. Advisory services offered through Cooper McManus, a SEC Registered Investment Advisory. Knowlton Financial, Cooper McManus and Securities America companies are unaffiliated. California Insurance License #0B25781 

Securities licensed in: AZ, CA, NV, OR, PA, VA, WA
Insurance licensed in: CA
Advisory licensed in: CA