TGA CAPITAL MANAGEMENT
A Registered Investment Advisory

CONNECT

Address:

25 Braintree Hill Office Park | Suite 200
Braintree, MA 02184

Phone:

(508) 224-9646

401(k) Rollover to IRA

TGA Capital Management Investment Advisor located in Plymouth, Massachusetts, makes rolling over an old retirement savings plan from a former employer easy for you. Our tax-deferred account can help you invest for growth or income.


Account features

May be appropriate for:

Individuals who have changed jobs or retired and have left savings in a former employer's workplace savings plan (i.e., 401(k), 403(b), governmental 457(b)).

Tax benefits

A Rollover IRA is a type of Traditional IRA with the same potential tax deferred growth of savings.

Withdrawals 10% early withdrawal penalty may apply for withdrawals taken prior to age 59½ if no exceptions apply.

Penalty-free withdrawals for qualifying first-time home purchase and certain college expenses.

Minimum required distributions (MRDs) starting at age 70½.

Investment options

With TGA Capital Management Investment Advisor services conveniently located in Plymouth, Massachusetts. You can access to a wide range of investments offering growth or income including mutual funds, stocks, bonds, ETFs, and FDIC-insured CDs.

Support and guidance

With TGA Capital Management Investment Advisor services you get, one-on-one guidance—in person, online, or over the phone, email and updates.

Research and tools to help you create a long-term plan and choose investments.

Trading fees $9.95 for online U.S. equity trades via our institutional account custodian, Charles Schwab & Co., Inc., FINRA/SIPC.

 

Questions?

(508) 224-9646 or want to have us call you now?

 CONTACT REQUEST

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Check the background of this financial professional on FINRA's BrokerCheck