This Rare Credit Expires April 16th, 2012
Have you been considering making a change with your IRA? Or do you have an old employer retirement plan just sitting around that you could rollover into an IRA? Well, here’s one more reason to consider Chladek Wealth Management. If you rollover an IRA or 401k/403b/457 to Scottrade by April 16th, Scottrade will apply a $100 cash bonus to your account.1 In addition, Scottrade will reimburse you for any transfer fees up to $100 that your current custodian charges you for transferring your account.2 Below are additional details to see if you qualify for this bonus. If you have an IRA and Roth IRA, and you have a spouse with an IRA and Roth IRA, and you each have 1 old employer’s retirement plan account, you could qualify for a total bonus of $600!
- Cash bonus applies only to IRA rollovers of $15,000 or more with accounts opened prior to April 16, 2012. Minimum funding requirement must be met within 30 days of rollover and must remain in account for no less than nine months, or Scottrade may charge the cash bonus amount back to your account. Cash bonus applies only to new IRA accounts and cannot be transferred to an existing Scottrade account.
- Account transfer fees up to $100 reimbursed for transferred accounts with value of $10,000 or more.
Scottrade is the recommended custodian for Chladek Wealth Management clients due to the fact that they don’t charge setup fees, annual fees, or maintenance fees, and they offer $7 commission trades for ETFs, which is the lowest in the industry.
Call today to take advantage of this rare offer: 913.402.6099.
John P. Chladek, MBA, CFP® is the President of Chladek Wealth Management, LLC, a fee-only financial planning and investment management firm specializing in helping families and couples who are not yet retired realize their financial goals. For more information, visit https://www.chladekwealth.com.