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  • 3728 Bemidji Ave N, Suite 400
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​NEWS

WOMEN AND RETIREMENT

3/3/2020

 
​Women: Are you planning for retirement with one hand tied behind your back?

Women can face unique challenges when planning for retirement. Let's take a look at three of them.

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NUTS AND BOLTS: HOW TO ROLL OVER YOUR EMPLOYER RETIREMENT PLAN ASSETS

1/7/2020

 
​There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer retirement plan.(1) When you request a distribution from your employer’s  401(k), 403(b), or governmental 457(b) plan that’s eligible for rollover, you’ll receive a statement describing the tax rules  applicable to your distribution and your rollover options.(2) You should read that statement carefully.

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PLAN FOR THE LIFE YOU WANT IN RETIREMENT

11/12/2019

 
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When you think about your first day of retirement, what do you see? Are you relaxed and energized, thinking about all the wonderful new possibilities ahead?

LET’S EXPLORE THE POSSIBILITIES!

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​​Investment Advisory services are offered through Sutterfield Financial Group, Inc., an SEC Registered Investment Advisor. 

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OFFICE: 3728 Bemidji Avenue N, Suite 400, Bemidji, MN 56601

PHONE: (218) 444-3863

HOURS: Monday - Friday 8 am - 5 pm

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