Is a Rollover Right for You? [FREE REPORT]

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Is a Rollover Right for You?
[FREE REPORT]

How an IRA Can Support Your Retirement Strategy

When leaving your employer, you typically have four options for managing retirement plan assets:

  1. Leave your money in the current plan;
  2. Transfer assets into your new employer’s plan;
  3. Withdraw the funds; or
  4. Roll the money into an IRA.

Find out why an IRA rollover may be appropriate for your needs.

Why Chad J. Karl & Associates Are Different

As an independent Certified Financial Planner™ professional, we offer a boutique style financial practice with concierge style planning services including financial, retirement, tax, estate, and insurance.

At Chad J. Karl & Associates, our mission is to create financial strategies for your retirement goals. We help people solve financial challenges in a complicated world, and we absolutely love what we do. Rather than take a linear approach to retirement planning, we consider the unique lifestyle of each client. Asking them to analyze their current circumstance, and define their future goals, we design strategies that complement both.

84% of IRAs are opened through rollovers.

Source: Investment Company Institute, 2019

What You'll Learn

Available for a limited time only, this free report can help you get answers to these important questions:

  • How might an IRA help streamline your retirement-savings strategy?
  • What are the options for your retirement plan money if you leave your job?
  • What are the possible tax consequences of the decisions you make?
  • What are the potential risks?
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profile picture Chad Karl

Founder and Principal
Chad J. Karl & Associates
33 E. Racine St.
Janesville, WI 53545
Phone: (866) 765-2423

www.chadkarl.com
ckarl@chadkarl.com

Chad J. Karl

Certified Financial Planner™ Professional

Chad J. Karl, CFP, is the founder and principal of Chad J. Karl & Associates. As a CERTIFIED FINANCIAL PLANNER professional, Chad is responsible for assisting his clients with their insurance and financial planning needs, and also serves as a liaison between individuals and referrals provided by the firm. As the leader of his independent wealth management office, Chad believes strongly in the importance of building long-term relationships with each person and family he serves.

Chad has worked in the financial services industry for 26 years and served as a Hospital Corpsman in the Navy Reserves prior to establishing his own planning firm. After graduating with a bachelor’s degree in Finance and Economics with an emphasis on insurance, Chad continued his professional education and became a CFP professional. Currently, Chad holds his Series 6, 24, 52, 62, 63, and 65 securities licenses.

Chad’s father is a decorated double Purple Heart and Bronze Star Vietnam Veteran, who taught him that real heroes don’t wear capes, they wear dog tags. Chad is passionate about helping veterans and provides pro-bono financial planning to former service men and women of the United States Armed Forces.

Outside of the office, Chad enjoys experiencing life with his family. Together, they volunteer at their local church, and spend time traveling, boating, fishing, and golfing.