You are under no obligation to establish a voluntary IRA or process a Rollover Contribution until you have signed and returned all necessary paperwork or authorized the transaction via electronic signature. Only then will your retirement assets (401(k), 403(b), IRA, etc.) be transferred to a voluntary IRA or added to your company sponsored retirement plan account.

Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. Retirement Clearinghouse, LLC does not give legal, investment, or tax advice. IRA account fees and product information provided by Retirement Clearinghouse, LLC is subject to change without notice at the discretion of the IRA Provider. The financial institutions on the Retirement Clearinghouse marketplace provider network are solely responsible for their products and service.

Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). Retirement Counselors with the RCH Service Center are Registered Representatives of RCH Securities, LLC.

RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission.

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