Talk of The Villages Florida - View Single Post - Rollover Advice Please
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Old 09-28-2013, 07:58 AM
Polar Bear Polar Bear is offline
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Default Rollover Advice Please

I'm looking to roll over a 457 account into an IRA. I'm one of those folks whose primary income is a pension, so the 457 is fairly modest, but of course I'd still like to be careful with it. Our current financial advisor, who works with Raymond James, is not local to TV. I'd prefer to have somebody I can talk to face-to-face on short notice without having to make a long trip. And I want any arrangement to be fee-based only.

Can anybody recommend somebody local who could help us out.