IRAs and employer-sponsored retirement plans are important elements of a successful retirement and long-term financial plan. As an individual considering a rollover from your 1081.01(d) plan or other Puerto Rico employer-sponsored retirement plan to a UBS Puerto Rico IRA, it's important that you know all of your options as well as the costs associated with a UBS Puerto Rico IRA. The following UBS documents can help you make informed decisions:
- Puerto Rico IRA Rollover Disclosure
- Undertanding our fees, charges and other compensation
- Making the most of the company stock in your Puerto Rico 1081.01(d) plan account
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.