At Stock Yards, our Wealth Management & Trust professionals make it easy to roll over Individual Retirement Accounts (IRAs) and employer retirement accounts such as a 401(k) or 403(b).
Advantages to having your retirement account managed by a trusted, investment management team include the following:
Service & Expertise:
You will receive a dedicated investment advisor and a wealth advisor to simplify the rollover process and to develop a portfolio that is custom-tailored just for you.
Unlike most retirement plans, we offer a full, broad spectrum of investment strategies and products to address each client’s unique objectives and their risk tolerance.
By consolidating your retirement accounts you will have a comprehensive view of your assets, which is the cornerstone of professional wealth management.
By designating a withdrawal from an IRA or employer retirement plan as a rollover, you will not create a taxable event when funding a traditional IRA.
Professional Investment Management:
In addition, all individual and employer retirement accounts will be managed by our team of investment professionals.