Retirement Investment Losses

Our primary goal is to represent investors who have lost their savings and retirement when their brokerage accounts were mishandled.

In any economy, individual retirement savings are critical. You work and build your whole life in order to retire and live well during retirement. In fact, the most popular retirement vehicle, 401(k) plans, have been the primary source of retirement income for 60 million Americans, more so than Social Security and pension plans. However, they were never designed to be retirement plans in the first place. They were created in the late 1970’s as a savings plan and tax shelter for ordinary Americans. Many companies switched from funding pension plans to helping contribute to 401(k) plans for employees because it was cheaper for the employer.

Once this shift happened, the financial market now indirectly holds many Americans’ retirement savings and the accounts are all subject to the ebb and flow of the market, as well as the potential fraud from advisors or investment companies. Our primary goal is to represent investors who have lost their savings and retirement when their brokerage accounts suffered due to retirement plan mismanagement. We’ve found broker mismanagement once an investor rolls their 401(k)s or lump sum distributions from pensions, etc. to an IRA at a brokerage firm, what’s known as an “IRA Rollover”, many times because a broker has convinced them to do so, often resulting in retirement losses. We also represent individuals who have self-directed IRAs/Roth IRAs/Keogh plans.

When it comes to retirement, we all want to be assured that our 401Ks, IRAs, and Keogh plans, are substantial enough to support us once we stop working. However, it’s common for there to be retirement plan mismanagement. When this happens, you’re at risk to lose the money you’ve worked hard to save up. If you believe that you’ve been victim to mismanagement, then contact us and our retirement losses attorney will work with you to get back what is rightly yours.

We offer a free, no obligation case consultation.

Part of protecting your money and other assets is to make sure you have the right estate plan in place. For that reason, we have worked with McCulloch & Miller, PLLC to assist our Texas clients with their full elder law and estate planning needs. We also partner with McCulloch & Miller with our clients nationwide as we have access to other top notch estate planning firms across the country.

We want to be sure your assets, including any that we may recover for you, are protected for your family or future needs. McCulloch & Miller offers a free consultation to our clients who are interested in estate planning, have long term care needs, or general elder law questions. You can contact them at 713-333-8900 or by sending an email online. If we can further assist, please let us know.