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Keep your retirement dollars working for you

If you have a 401(k) or other retirement plan with a former employer, you may gain greater flexibility and control by rolling those assets over into an Individual Retirement Account (IRA). A Rollover IRA offers:

  • Tax-deferred investing
  • Typically more investment choices than an employer plan
  • Potentially greater access to your money
  • The opportunity to convert to a Roth IRA

It's easy with a BMO Harris financial advisor

There are no taxes or penalties1 when you roll over your assets directly from an employer plan to an IRA. Contact a BMO Harris financial advisor to get started today.

1 Taxes and fees are possible in certain circumstances

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