Growing your Assets
Jackie Whitehead - The STEM Financial Strategist?
![Jackie Whitehead - The STEM Financial Strategist?]()
Jackie Whitehead - The STEM Financial Strategist?
??Top Voice | Goldman Sachs OMBW alumni | Vital Voices Fellow | Multi-Award Winner | I help First-Gens in tech grow wealth, maximize benefits, and manage student loan debt | Thought Leader | STEAM Ed Advocate | Speaker
Do you have assets in one or more employee-sponsored retirement plans (i.e. 401(k), 403(b), profit-sharing plans) to which you are no longer contributing totaling at least $5,000?
Do you want to continue...?
- Tax deferral
- Growth potential
With the added benefits of...
- Protection from market downturns
- Guaranteed lifetime income
- Flexibility to customize income
- Creating a legacy
Achieve your retirement goals with a rollover! Contact us to find out more:
[email protected] - 205.378.9352