A 401(k) Rollover from a previous employer affords several opportunities and investment options. JCB Investor Services can help design a investment program that fits your needs.
- Like an IRA rollover you may do this rollover without any tax consequences
- Leaving a 401(k) behind is like leaving your wallet or purse behind
- Roll the funds into an IRA, another eligible employer plan or a pension type plan
Securities and insurance products are offered through INVEST Financial Corporation (INVEST), member, FINRA, SIPC and affiliated insurance agencies. JCB has entered into a third party arrangement allowing INVEST to offer securities to bank customers. INVEST is not affiliated with JCB or JCB Investor Services. Products are:
NOT FDIC INSURED | May Lose Value | No Bank Guarantee
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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PO Box 1001, Seymour, IN 47274
(812) 522-3607