BENEFITS OF CONSOLIDATING YOUR EMPLOYER- SPONSORED RETIREMENT ACCOUNTS INTO AN IRA: EASIER TOMONITORANDMANAGE YOURASSET ALLOCATION EASIER TO CALCULATE REQUIRED MINIMUM DISTRIBUTIONS (RMDS) EASIER TO KEEP BENEFICIARY INFORMATION UPDATED ACCESS TO MORE INVESTMENT CHOICES THAN YOUR EMPLOYER-SPONSORED PLAN SINGLE POINT-OF-CONTACT FOR YOUR INVESTMENT AND FINANCIAL PLANNING QUESTIONS AND CONCERNS If you’re considering an IRA rollover, we can help you evaluate your options. Contact a Commerce Trust advisor who can review your plan with you, assist you with a smooth rollover and help you to choose the asset allocation that’s right for you. 1-855-295-7821 | commercetrustcompany.com With the rollover complete, you’ll have a clearer picture of whether your retirement assets align with your target asset allocation. *Bureau of Labor Statistics, 2012. http:// www.bls.gov/news.release/pdf/nlsoy.pdf
Wealth | Investments | Planning Commerce Trust Company
Commerce Trust Company is a division of Commerce Bank.
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
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