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The increasingly complex decisions you face when trying to manage multiple investments can be simplified through the use of brokerage accounts. If you have already established an account with a bank, credit union or other financial institution, you can consolidate assets by moving them to Lincoln Financial Advisors. This makes it easier and more effective to implement an investment strategy while helping reduce fees. Direct transfers between custodians or trustees may also be administered at any time.
If you are eligible to receive cash or other assets from an Individual Retirement Account or qualified plan, such as a pension or profit-sharing plan, you may be able to roll over all or part of these assets to Lincoln Financial Advisors. A rollover of retirement assets allows you to continue deferring taxes while avoiding tax penalties. A direct rollover of qualified plan assets must occur to avoid a 20 percent mandatory withholding.
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