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by Kevin Smallen | Apr 22, 2024 | Uncategorized | 1 comment

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This content is intended solely for marketing and educational purposes. It does not address the details of your personal situation and is not intended to be an individualized recommendation that you take any particular action, including rolling over an existing account. When deciding whether to roll over a retirement account, you should carefully consider your personal situation and preferences, including: available investment options, fees and expenses for each option, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to roll over, you should research the details of your current retirement account, your current fees and expenses, and consult tax and other advisors with any questions about your personal situation.

PenChecks Trust Company of America (“PenChecks Trust”) is a state-chartered, non-depository trust company regulated by the South Dakota Division of Banking and is a qualified custodian. PenChecks Trust® provides custody and recordkeeping services for NextLevel IRAs, including publication of the lineup of mutual funds available on the NextLevel IRA platform. Independent third-party platform-level advisors select and monitor the mutual funds that appear on the platform. Platform-level advisors do not provide individual account-level investment advice. PenChecks Trust does not provide accounting, investment, legal or tax advice.

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If you currently participate in a 401(k) plan please understand that this content is part of a general offering and that neither PenChecks Trust nor any of its affiliates are acting as a fiduciary, nor are they providing investment advice or recommendations, with respect to your decision to roll over assets in your 401(k) account or any other retirement account.

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Before investing, consider your investment objectives, fees and expenses. Invest4U advice and asset allocation services are designed to assist clients in achieving discrete retirement-related financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere.

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