Investments & Retirement Planning
Do you want to live comfortably after retirement? Since money does not grow on trees, plan ahead and use your funds wisely with the help of Greg Smith Investments in North Carolina. As your personal and trusted advisor we can put a long term plan together.
401k Rollovers
A 401(k) rollover is when you direct the transfer of the money in your 401(k) plan to a new 401(k) plan or IRA. The IRS gives you 60 days from the date you receive an IRA or retirement plan distribution to roll it over to another plan or IRA.
Stocks & Mutual Funds
Where should you invest your hard-earned money—in stocks or bonds? How will you benefit from mutual funds? If you are confused about these terms or want to know more about financial investments, get in touch with us. We'll create a custom plan tailored to you.