I wanted to introduce myself to the group. My team at Merrill Lynch
specializes in working with executives in transition. . As you are
aware, when individuals start new jobs, often times they have changes
of income, 401k or other types of retirement accounts left behind at
their previous employer, along with other financial and investment
planning needs.
We help our clients navigate through their options and create
planning strategies to help them for years ahead. This is important
to do whether you are currently unemployed, or have begun employment
with a new firm. As you are aware, you have a limited scope of
investments within your prior companies platform and once rolled into
an IRRA, you have unlimited flexibilty.
Let me know if you are interested in speaking further in this regard.
Sincerely,
Tim McNutt