IRA Rollovers from Existing Retirement Plan

How to Rollover Your Existing Retirement Plan Into a New IRA Rollover Account

If you wish to rollover a retirement plan from a bank, investment firm or mutual fund company into an IRA account, we would be happy to assist you. Please see this page for more information about rollovers from previous employers.

Atlantic Financial's IRA accounts have the widest selection of investment options including stocks, bonds and over 18,000 mutual fund choices.

1. Open a new account and be sure to request transfer forms mailed to you.
    

2. Once you receive your transfer forms from Atlantic Financial, sign them and return them to us with a copy of the  statement from your plan.
   

3. After your new account is opened and we have received your signed transfer form, your retirement plan will be transferred into an IRA with Atlantic Financial. This type of transfer is called a 'direct trustee to trustee transfer'.  This means you do not have any current tax liability for your IRA Rollover. And, there is no charge for this service.
   

4. Your new account is now opened with Atlantic Financial and your assets have been transferred.  You will now be able to work with a Financial Advisor and choose from over 18,000 mutual funds, stocks, bonds, CDs, managed accounts and other investments to develop a Financial Plan that best suits your needs.

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Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.