Edward Jones - Financial Advisor: Lisa Cooper

Edward Jones - Financial Advisor: Lisa Cooper

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401(k) rollover options 09/16/2025

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Consolidate for a clear retirement picture (US|EN) 09/16/2025

It's not just how much you save, how you save it is also important. Learn how asset consolidation can be a key part of your financial strategy.

Consolidate for a clear retirement picture (US|EN) You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

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623 West Laurel Avenue
Foley, AL
36535

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm