Rolling over your 401(k) to UBS? First, know your options.
IRAs and 401(k)s are important elements of a successful retirement and long-term financial plan. As an individual considering a rollover from your employer's 401(k) or other retirement plan to a UBS IRA, it's important that you understand all of your options as well as the costs associated with a UBS IRA. The following UBS documents can help inform your decisions:
- Leaving your job? A new job or retirement provides you with new 401(k) options

- Understanding our fees, charges and other compensation
- Have a 401(k) with company stock? Explore a little-known tax break for appreciated shares

For more insight into how you can have more confidence pursuing your retirement and long-term goals through comprehensive planning, connect with your UBS Financial Advisor or find a UBS Financial Advisor.