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IRA Rollover and Distribution Plans

Our goal is to help individuals manage their financial situation. Avantax Retirement Plan ServicesSM offers a variety of rollover and distribution options for both company owners and their employees. We offer personalized consultations to determine the strongest financial decisions in support of your overall goals. Our financial professionals will discuss options including:

  • 401(k) rollovers
  • Traditional IRAs
  • Roth IRAs


Avantax Retirement Plan Services also offers brokerage services including the following products through Avantax Investment ServicesSM:

  • Uni-401(k)s
  • Mutual funds
  • 529 plans
  • Individual securities
  • Individual bonds
  • Real estate investment trusts
  • Oil and gas opportunities
  • Other alternative investments