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I am a person who:
- Has already started a retirement plan, but needs more guidance to clearly understand
my choices.
- Has more than 3 – 5 years to save toward my retirement goals, and is looking
for direction.
- Has more than $25,000 to invest, but needs help developing the correct strategy.
A Charter One Investment Services Financial Consultant will develop a customized strategy to help meet your
retirement goals, which may include:
Rollover IRA *: Consolidate your existing
IRA or 401(k) accounts for easier management.
Roth Conversion IRA: Convert your existing
Traditional IRA or 401(k) into a Roth IRA, which offers you potential long-term
tax benefits.
Traditional and Roth IRA: A great savings
vehicle for your future, an individual retirement account lets you control how you
invest in your future — with possible generous tax advantages, too.
Annuities: This option may provide
a guaranteed income stream when you retire.
* One should consider the potential costs and fees associated with rolling over a 401(k) to Charter One Investment Services in addition to any features or benefits one may lose as a result of this action.
Understand potential conflicts of interest with annuity fund providers.
If you prefer a more hands-off approach, a Financial Consultant will take care of
all of your investable assets — a minimum of $50,000 — through our Managed Accounts
Services.
Ready to get started?
Schedule a complimentary financial review with a Charter One Investment Services Financial Consultant. Even
if you have a relationship with another investment firm, we can offer you an objective
second look at your long-term plan to help ensure you are on target to meet your retirement
savings goals.
Call 1-888-411-8711
You can also visit a local branch, or we’ll contact you when you fill out the following
quick and easy form:
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I am a person who:
- Is retiring soon (in less than three years)
- Has not started saving for retirement.
- Has less than $25,000 saved or invested for retirement planning needs.
Charter One offers you a variety of FDIC-insured savings options designed to help
you achieve your retirement savings goals:
Charter One IRAs: A bank IRA (Individual retirement
account) lets you control how to invest in your future — with possible tax advantages.
Savings, Money Markets and CDs: Charter One can
help grow your money into a solid financial foundation with a wide array of savings
products.
GoalTrack Savings : It’s easy to create a plan, track your progress, and get rewarded when you reach your goal.
Ready to get started?
Learn more about these great products in our personal banking section.
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