The opinions expressed herein are those of Integrity Financial Corporation (“Integrity”) and are subject to change without notice. This material is not financial advice and nothing in this material should be construed as an offer to purchase or sell any product or security. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. Contribution limits referenced herein may fluctuate from year to year. Integrity reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
A recommendation to rollover plan assets to an IRA rather than keeping assets in a previous employer’s plan or rolling over to a new employer’s plan should reflect consideration of various factors, the importance of which will depend on your individual needs and circumstances.
All investments have costs associated with them whether in an IRA or your employer’s retirement plan. Investment-related expenses may include sales loads, commissions, the expense of any mutual funds in which assets are invested and investment advisory fees. Plan fees typically include plan administrative fees and fees for services such as access to a customer service representative. An IRA’s account fees may include, for example, administrative, account set-up and custodial fees.
Integrity is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Integrity, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2, which is available upon request.
Integrity uses Riskalyze to assist in assessing client risk tolerance and to inform client portfolio allocation decisions. This tool is not and should not be considered financial advice or a recommendation to purchase or sell any type of security. Financial advice is offered through Integrity. Investments referenced on this page are subject to market risk, including the possible loss of principal. Investors should consider an investment’s investment objective, risks, charges, and expenses carefully before investing. Integrity reserves the right to modify its current investment strategies.