According to the Bureau of Labor Statistics, the average tenure of an employee at the same employer is now less than five years. For many people, this results in a number of retirement accounts being held at multiple former employers. A Rollover IRA may help you to consolidate and better manage all those assets in a single account.
Your SunTrust Investment Services advisor (STIS) can help you every step of the way.
Learn how our SunTrust SummitView goals-based planning approach can give you a clear view into all your stocks, bonds, retirement and savings accounts, allowing you and your advisor to better align your investments to your goals and objectives.
When it comes to rolling over savings from an employer-sponsored plan you have options. You can roll it over to an IRA. You could leave it with the employer plan or you could cash out. Before transferring your retirement assets to a SunTrust Investment Services IRA rollover be sure to consider investment options and services, fees and expenses, withdrawal options, required minimum distributions, and tax treatment of each option and how they align with your financial needs and retirement plans.
As year-end approaches, it’s a good time to organize your paperwork and meet with advisors to evaluate your financial plan.
The end of the year is a good time to assess your financial plan and wrap up any loose ends before the tax year concludes. Here’s a checklist to help you get started.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
Private foundations and the next generation of philanthropy leadership are facing the challenge of geographic dispersion more than ever before. Consider these best practices to address it.
Women today are more educated, engaged and independent than ever before. As a result, fewer and fewer are willing to sit back and accept a passive role in the management of their family’s growing wealth.
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