YOUNG PROFESSIONALS
RETIREMENT PLAN ROLLOVERS
We are here to support your journey towards retirement. Consider transferring your retirement assets from previous employers.
Retirement plans such as 401(k) and 403(b) can be rolled over into an Individual Retirement Account (IRA).
TLW supports both traditional and Roth retirement plans.
By rolling over to TLW your account will be actively managed and you will receive better communication.
UTMA/UGMA CUSTODIAL ACCOUNTS
Uniform Transfer/Gift To Minors are used to hold and protect assets for minors until they reach the age of majority in their state.
Gift accounts offer a way to pass wealth to beneficiaries and heirs.
Assets that are gifted are irrevocable and build as a savings account for minor children.
Serves as an education process and gets minors involved in their investments early.
