Investments Products & Services | VyStar Investment Services

Investments Products & Services | VyStar Investment Services
Investments Products & Services | VyStar Investment Services

Types of Rollovers

There are two possible ways that retirement funds can be rolled over: the 60-day rollover and the trustee-to-trustee transfer.

Investments Products & Services | VyStar Investment Services

Retirement Planning

You may have a very idealistic vision of retirement—doing all of the things that you never seem to have time to do now. But how do you pursue that vision?

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What Is A Rollover IRA, And Do I Need One?

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."

Investments Products & Services | VyStar Investment Services
Investments Products & Services | VyStar Investment Services

Rollover Factors to Consider

There are many factors to consider when deciding whether to roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan1, and where your rollover dollars should go if you decide to make a rollover.

Investments Products & Services | VyStar Investment Services
Investments Products & Services | VyStar Investment Services

Rollover Education Center

A rollover is a tax-free transfer of assets from a retirement plan to either a traditional IRA or another employer's retirement plan.

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IRAs

Traditional and Roth Individual Retirement Accounts were established to provide the public with a tax advantage account to save for retirement purposes.

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Mutual Funds

A mutual fund pools the money of many investors to purchase securities.

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Tax-Deferred Annuities

An annuity is a contract between you (the purchaser or owner) and an insurance company.

Investments Products & Services | VyStar Investment Services
Investments Products & Services | VyStar Investment Services

Long-Term Care Insurance

Long-term care insurance is designed to pay for the cost of your care in a variety of settings.

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Estate Planning

Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death.

Investments Products & Services | VyStar Investment Services

Stocks

A stock represents a share of ownership in a business.

Investments Products & Services | VyStar Investment Services

Bonds

Bonds are written obligations much like insurance policies that guarantee certain obligations will be performed or fulfilled.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. VyStar Credit Union and VyStar Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured VyStar Credit Union deposits and are not NCUA insured. These products are not obligations of VyStar Credit Union and are not endorsed, recommended or guaranteed by VyStar Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. This site is designed for U.S. residents only. The services offered within this site are available through our U.S. Investment Representatives. LPL Financial’s U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all investments and services mentioned are available in every state.