FAM Funds
Fenimore Private Client Group
Investment Advisors
About Fenimore

FAM Funds

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IRAs

IRA Rollover

When you change jobs or retire, you usually have four main options
for your retirement fund:

  1. Roll over your employer plan account to a FAM Funds IRA
  2. Transfer the savings to your new employer’s plan (if permitted)
  3. Leave your assets in your former employer’s plan (if permitted)
  4. Take a cash distribution (taxes will apply and withdrawal penalties may apply)
     

FAM Funds’ in-house shareholder services team makes rollovers easy.
They are available to:

  • Discuss your investment options and advantages of each
  • Assist you with paperwork
  • Help with each step in the process

What you need to get started:

  • Have your most recent statement ready
  • See what your financial institution needs to release your money

Please call us at 800-932-3271 and we will help you with the process. 

 

 

FAM Funds: IRA Rollover
Changing jobs or retiring? Bring your retirement assets to us. FAM Funds’ in-house shareholder services team makes rollovers easy.