Webster Investment Services Wealth Management - FAQs

How can I rollover my 401K to Webster Investment Services?

When you change jobs or retire, you may have to decide what to do with the money in your employee-sponsored retirement plan. There are a lot of options to consider, and we can help you make the right decision based on what kind of plan you have and how soon you’ll need the money as income. https://public.websteronline.com/webster-investments-retirement.

How can I set up a consultation with a Financial Consultant?
How do I change my address and/or phone number for my Webster Investment accounts?

You can change your address and/or phone number for your Webster Investment accounts by contacting your Webster Financial Services Consultant, Monday through Friday between 9:00am and 5:00pm.

How do I get in touch with my financial consultant?

Call Webster Investments Services customer service department at 1-888-554-4947.

How much money should I have saved for retirement?

There’s a lot to consider – from deciding how to grow and preserve your nest egg – to protecting your family and assets.  With Webster Investments by your side, you’ll have the unbiased guidance and resources to put your plans into action, https://public.websteronline.com/webster-investments-retirement.

What is a 529 Plan?

A 529 plan is a type of college savings plan. Different college savings plans offer different advantages. Our approach is to help you select the best plan based on your current situation, and adjust it as your child grows and your financial needs change.

What is the difference between a Roth IRA and a traditional IRA?
  • Traditional IRAs let you save pre-tax dollars so you can take income tax deductions. Savings grow tax-deferred, and you won’t pay income tax until you withdraw money in retirement.
  • Roth IRAs are for saving after-tax dollars. Your savings grow tax free so you won’t pay any income tax on qualified withdrawals after you retire.
Who do I call if I have questions on my brokerage account?

Call Webster Investments Services customer service department at 1-888-554-4947.

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