New gig? | Plan an IRA rollover

Doing it your way requires you to focus on a long-term investment discipline and savings plan
to achieve your vision.

The WealthCoach Playbook

You’ve got a smart new job. Now it’s time to make smart financial moves. Don’t
lose control of your retirement accounts. Roll them over and let Westwood WealthCoach
help you manage your savings, your way. If you’re wondering what to do with
your 401(k) retirement account from a previous employer, there are several
considerations. You’ll likely want to make sure you manage and protect that nest egg.

So, what can you do?
Plan Your Retirement Rollover Today.

Real-Life
Investment
Solutions

Westwood WealthCoach offers planning tools andinvestment strategies to help you growyour assets and achieve your vision.

Sample Allocation

Fees matter, but performance
matters, too

Fees are important. The right advice, the right approach and strong performance are just as important.

WealthCoach Real-Life Solutions: focused on goals-based investing.

At Westwood WealthCoach, we believe low fees are important, but make no mistake: performance does matter.

Do you want to invest with experienced investment professionals or tech experts, who are training to be investors on your dime?

0.35%

Westwood WealthCoachoffers a low-feesolution

$5,000 minimum

Put us to work for you.

Hi, I am and I have a
question about

Existing clients may submit questions through the chat and other communication features of the AskWealthCoach platform for no additional fee. Other users may also submit questions for no fee. However, submitting questions or participating in a few session does not establish an investment advisory agreement or other relationship with Westwood Advisors, LLC.

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A WealthCoach advisor will respond to you within the next business day.

For Educational Purposes Only.

Information about IRA rollovers is intended to be educational only. It is not tailored to the investment needs of any specific investor.  This information should not be considered tax or legal advice.

IRA rollovers are subject to complex tax laws and regulations which are subject to change and which can materially affect investment results. Westwood cannot guarantee that this information is accurate, complete, or timely. Westwood makes no warranties regarding this information or results obtained by using it. Westwood disclaims any liability arising out of the use of, or any tax position taken in reliance on, this information. Be sure to consider all your available options and the applicable fees and features of each before moving your retirement assets.