退休投资损失

Shepherd Smith Edwards和Kantas(Investorlawyers.com的SSBOB体育EK律师事务所)代表投资者,他们因其退休资金和投资而遭受损失经纪人的疏忽,,,,investor fraud,或资助管理不善。

我们的客户包括尚未退休但由于粗心或不当处理和未能监督的退休基金损失的高级和年轻退休人员和投资者。

不幸的是,拥有退休基金的投资者仍然是不愉快的经纪人和货币经理的最爱目标,他们试图通过收费高级佣金或不合适的投资these customers’ funds in investments that are too risky and unsuitable for their risk tolerance levels and portfolio profiles. When this happens, it can be devastating for retirees and others who have spent years working hard to build a nest egg to see those funds disappear.

在SSEK律师事务所,我们熟练的退休损失律师和投资损失律师已经为投资者而战,已有30多年的历史了,我们与之合作的大多数客户都在我们的帮助下获得了全部或部分财务或投资者的恢复。

Call (866) 931-7628 today to request your free, no-obligation case consultation so that we can explore your legal options with you.

当经纪人的疏忽导致(401)k并滚动损失时

In any economy, individual retirement savings are critical. You work hard and build your whole life in order to retire and live well during retirement. In fact, the most popular retirement vehicle, the 401(k) plan, has been the primary source of retirement income for 60 million Americans, more so than Social Security and pension plans.

However, it is important to note that 401(k)s were never meant to be retirement plans in the first place.

许多公司创建于1970年代后期,是为普通美国人的储蓄计划和税收避难所,从资金养老金计划转换为帮助为401(k)雇员计划做出贡献,因为这对雇主来说是便宜的。该定义的限额退休帐户使员工可以节省部分薪水,免税,并从他们的帐户中投入资金,直到退休为止。

However, because of this shift, the financial market now indirectly holds many Americans’ retirement savings. This makes their accounts subject to the ebb and flow of the market and vulnerable to potential fraud or negligence from financial advisors or investment companies. Even rollover recommendations can prove risky for investors.

For example, because a broker has often convinced them to do so, an investor will decide to roll over their 401(k) or lump-sum distributions from their pension to an individual retirement account (IRA) at a brokerage firm.

有时,这种建议,再加上股票经纪人的疏忽,虚假陈述或账户管理不善,可能会导致巨大的投资损失。SSEK律师事务所致力于帮助投资者恢复此类损失。

Representing Individuals with IRAs & Keough Plans

SSEK Law Firm also represents individuals with individual retirement accounts (IRAs) and Keough plans. An IRA is an investment account that offers tax-advantaged ways to save for retirement. It can be set up through a bank, a brokerage firm, or a Robo-adviser. A Keough plan is for self-employed workers and unincorporated businesses. It is a tax-deferred pension plan for retirement.

在退休方面,我们都希望确保我们的401K,IRA和KEOGH计划足以支持我们,一旦我们停止工作。但是,退休计划管理不善或经纪人欺诈可能会破坏这些计划。

费用和退休计划管理不善

涉及经纪人过失的退休计划管理不善可能涉及财务顾问,为计划管理,管理,帐户管理,销售费用或佣金收取过多费用。

随着时间的流逝,这些费用加起来,可能会大大损失投资者。不仅如此,您的计划赞助商还欠您以谨慎和利益的方式管理退休计划的信托义务。

If you believe you’ve been the victim of retirement plan mismanagement, our securities lawyers and investment loss attorneys can help you fight to recover your investment losses. Call (866) 931-7628 or在线与我们联系

有关SSEK律师事务所如何帮助退休人员和老年人的更多信息 资产保护和退休人员长期护理计划的经验

Part of protecting your money and other assets is to make sure you have the right estate plan in place. For that reason, SSEK Law Firm works withMcCulloch&Miller,PLLC,为我们的德克萨斯州客户满足他们的完整法律和房地产规划需求。我们还可以与全国其他一流的房地产规划公司访问McCulloch&Miller与全国客户合作。

我们希望确保您的资产,包括我们可能为您恢复的任何资产,都可以满足您的家庭或将来的需求。

McCulloch & Miller offers a free consultation to our clients who are interested in estate planning, have long-term care needs, or have general elder law questions. You can contact them at (713) 333-8900 or by在线发送电子邮件。If we can further assist, please let us know.

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