Disclosures & Licenses
Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. RolloverSystems does not give legal, investment, or tax advice. IRA account fees and product information provided by RolloverSystems, LLC is subject to change without notice at the discretion of the IRA Provider. The financial institutions on the RolloverSystems marketplace provider network are solely responsible for their products and service.
Securities are offered through Rollover Securities, LLC, a wholly owned subsidiary of RolloverSystems, LLC and a member of FINRA (www.finra.org). Rollover Counselors with The Retirement Center are Registered Representatives of Rollover Securities, LLC. Rollover Shareholder Services is a wholly owned subsidiary of RolloverSystems, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission.
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| IRS Special Tax Notice for Retirement Plan Distributions | RolloverSystems IRA Disclosure | Fidelity Supplemental Information |