IRA Services

Have you accumulated several IRAs at different firms?  Do you have several retirement accounts from previous employers?  If so, simplify your record keeping, enhance your investment opportunities, and possibly lower your costs by consolidating your retirement accounts with Anthony Investment Management.

Consolidate Your Retirement Accounts

We're here to help. Whether you are moving money into an IRA from an employer plan, another IRA, or multiple IRAs, we will:

• Personally manage your transfer, including completing all required paperwork and communicating with other institutions, from start to finish.

• Review your financial goals and analyze your current retirement investments, including any company stock.

• Provide you with a personalized advice detailing an appropriate strategy, including a suggested asset allocation and specific investment alternatives.

• Implement your investment plan, monitor investment performance on an ongoing basis, and adjust your portfolio as market conditions or your personal situation changes.

• Develop a tax-efficient distribution strategy designed to help you meet your financial goals and obligations in retirement that takes into consideration the other financial resources available to you.

Consolidating your retirement assets into an IRA with us can make it easier for you to analyze what you own and may also help you avoid some common investment mistakes. Portfolio overlap and an asset allocation strategy that doesn't match your risk tolerance or goals are common mistakes made by investors maintaining multiple retirement accounts at multiple institutions.