Start 401k Rollover

Stifel Nicolaus Client Account @ccess: LOG IN ● 1 Consolidate 2 Manage 3 Retire Well ● Contact Us

ROLLOVER CENTER

How do I Start my Rollover?___

If you are receiving 401(k) proceeds or a distribution from another employer-sponsored retirement plan, you should consider all of your investment options. A direct rollover may be your best choice especially if you seek to maintain the tax-deferred growth of your retirement investment. However, everyone's financial situation is unique, and you need to consider your investment options carefully.

A great way to become better informed about Rollover Accounts is to read Stifel Nicolaus' publication: "Your Retirement Plan Distribution: How Your Decisions Today Affect Your Future". This publication is included in the Rollover Information Kit. To Order a Free Information Package Click Here.

You may also contact us directly with any questions at 1-800-434-4015.

Also See: ●Why Rollover Your 401(k)?
●Will I Have Enough to Retire?

Rollover Center Home

401(k) ROLLOVERS

Order Rollover Kit

What is a 401(k) Rollover?

How Do I Start a Rollover?

ROLLOVER IRAs

Traditional IRA

Roth IRA

Which IRA is Best?

Investment Flexibility

Contribution Limits

PLANNING

Retirement Planning

Estate Planning

PACT Program

Wealth Strategist

RESOURCES

Search FAQs

About Us

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Nicolaus Financial Advisors may only conduct business with residents of the state in which they are properly registered. The information on this website is not an offer to sell or a solicitation of an offer to buy, any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale may not lawfully be made. Investing involves risk including the possible loss of principal invested.