RedFox Wealth Services
IRA/ RMd rollover
Moving money from a retirement account that a large corporation may have funded for you into an IRA can help your money stay tax-deferred. A rollover is not always the right answer, but there is a chance that you are losing money in some sort of savings account when it could be better taken care of elsewhere.
If you would like us to review your current retirement plan or have questions regarding IRA/RMD rollover or how we can assist with building a retirement plan for you, contact us at (703) 777-1581 to schedule a complimentary financial review.