Retirement Planning

Providing sound retirement planning expertise.

For clients seeking assistance with transferring retirement plan assets or managing retirement portfolios, Cambridge Appleton Trust provides sound retirement planning services that include:

• IRA Rollovers and Distributions. If you seek to roll over retirement assets from a former employer’s retirement plan to an IRA, Cambridge Appleton Trust can transfer your assets with no tax consequences.

   

• Managing IRA Funds. If you need assistance sorting through all the investment choices available today, you can tap the expertise of Cambridge Appleton Trust’s investment professionals.

For more information on how Cambridge Appleton Trust can assist you with your retirement planning needs, call James O'Neil at (877) 332-2862 (toll free) or (617) 441-4250. Or send us an e-mail.