Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Have A Question About This Topic?

If it feels like the financial markets are lurching from news event to news event in recent weeks, you’re right. They are. The markets were on pins and needles waiting for Fed Chair Powell to deliver his talk at the Jackson Hole...

Don’t Let August Slip Away ☀️

August 23, 2023

August marks the final hurrah of summer. If you’re a gardener, it’s time to reap what you’ve sown as many summer vegetables are ready to be harvested – watermelon, corn, peaches, tomatoes, cucumbers – the...

The SECURE Act

January 03, 2020

Long-established retirement account rules change. Provided by Walter Roop CLU, RHU The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law...

Featured Team Member

Walter W. Roop CLU®, RHU®

My StoryWhile pursuing my business degree at the University of Memphis and learning about finance, investments, insurance it cultivated a desire to work toward a career helping others with their planning. I admired professionals who...

Richard H. Fisher CLU, CHFC, CFP

Richard joined Roop Financial Services in 2007. With the knowledge he has gained during his 25 years of experience of working with people in the Mid-South area, he is uniquely positioned to help his clients achieve financial independence.

Alicia Spurlock, MBA

Alicia has Bachelor of Business Administration, Master of Business Administration and a Master of Arts in Teaching Education degree from the University of Memphis.

Rob Lackey, MSFP, CFP®, BFA™

Rob assists clients with a variety of investment and insurance services (developing long and short-term financial plans and strategies, insurance and investment reviews, new accounts, rollovers) to assure all client needs are met.

Tanner Harlow

“We seek out the best wherever we can find it — the best rates, the best solutions, the best technology."

Tyler Roop

As Operations Manager, he is responsible for managing client information, processing paperwork to open new accounts, handling life insurance application submission, underwriting monitoring and performing other back-office operations.

Retirement Accounts When You Change Your Job

Related Content

All Muni Bonds Are Not Created Equal

Countdown to College

Choose Your Own Retirement Adventure