We can help you find the right plan and right investments to help you address retirement goals with purpose.  We can assist you in the following:

Individual Retirement Plans

  • Traditional IRA
  • Roth IRA
  • Inherited/Beneficiary IRA

Employer-Sponsored Retirement Plans

Defined Contribution Plans

  • Profit Sharing Plans
  • Defined Benefit Plans

Employer Contribution Plans

  • Simple IRA
  • 401(k) Plans
  • Individual 401(k)
  • Employee Plan Rollovers


Decisions to roll over or transfer retirement plan or IRA assets should be made with careful consideration of the advantages and disadvantages, including investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement planning.  Neither Stifel nor Stifel Financial Advisors provide recommendations with respect to rollovers from an employer-sponsored retirement plan.  Once you inform your Stifel Financial Advisor that you have chosen to roll your retirement assets to an IRA with Stifel, your individual investment needs can be addressed.  You should consult with your tax advisor regarding your particular situation as it pertains to tax matters.