A Financial Consultant can create a
personal investment strategy to help
meet your retirement needs.
Whether you’re just starting out or a few years away from retirement, careful long-term planning helps prepare you for the years to come. Charter One provides personalized guidance to help you understand all the
retirement investment options available, and helps you choose a strategy designed to help meet your needs.
A Charter One Investment Services Financial Consultant can help you 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
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, and you have investable assets of $50,000 or more, a Financial Consultant can tell you more about 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
You can also visit a local branch, or we’ll contact you when you fill out the following quick and easy form: