Legacy Wealth Management 

Call us: (701) 365-8083

Your 401(k) and other retirement accounts are important to you NOW and IN THE FUTURE when you retire. 

Proper care and supervision of these accounts may make the difference of hundreds of thousands of dollars over your lifetime.

If you are separating from your company or if the company is being bought, you have an opportunity NOW with your 401(k), ESOP retirement/ownership plan, or deferred compensation plan to ROLL IT OVER to a personal IRA in your name.

For many people rolling over those accounts to an IRA is an excellent way to gain more control over your accounts and seek higher quality investments that were typically available in the company retirement plans. 

There is NO tax concern with rolling over and generally there is no fee to rollover.

We believe the advantages to a rollover may be significant for you.

For people who may not be separating from their company, the roll over is still a valid option! And there is no impact to ongoing retirement or 401 (k) plans.

For further information on how to MAXIMIZE your 401 (k) or other retirement plan, please call our office at (701) 365-8083 and speak with Kim, Hanna, Kay, or one of our advisors. You can also fill out this contact form and it will send a confidential note to us. We will then contact you personally to be of help. Remember…there is no charge to contact us for help.

Schedule A FREE Consultation

Call our office at (701) 365-8083 or fill out the form below and we will contact you.

We respect your email privacy

These life-changing consultations are offered at no cost whatsoever.​

About Legacy Wealth Management

Legacy Wealth Management is experienced at assisting people with these roll overs and with helping you with your investments going forward. We are LOCAL and involved in our community. We also are the experts selected to do an hour long radio show called Investment Talk every Sunday on KFGO radio and KFYR radio. We also appear every day to provide stock market reports on the radio and now on Fox local television.

For more information Call us at: (701) 365-8083

 

The Key Benefits of Working with Us

We are LOCAL and involved in our community

Experienced at assisting people with roll overs

We take the time to get to know you


Call Us at: (701) 365-8083