"I have a retirement account from a former job."

After leaving a job, many of us leave behind retirement savings in employer-sponsored 401(k), 403(b), or SIMPLE accounts. Did you know you can transfer, or “rollover,” these funds into a new socially responsible individual retirement account (IRA) without tax penalties?

Move your money to a traditional and/or Roth IRA that reflects your values as it works toward your financial goals. Progressive Asset Management/Boston can help make it happen.

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Securities America and its representatives do not provide tax advice. Please consult an appropriate professional regarding your particular situation.