UPAL offers flexible options for both Traditional and Roth individual retirement accounts (IRA) which are ideal for transferring 401(k) balances from prior employers. These options are also available for individuals who wish to consolidate multiple IRA accounts into a single location and are occasionally used for individuals who wish to make a non-deductible IRA contribution. The UPAL IRAs offer very flexible investment options that are tailored to the investor’s goals and personal circumstances. UPAL knows how to assist our clients in the proper way to carry out Traditional IRA to Roth conversions. Our experienced staff of experts facilitates the entire process and provides the guidance needed so that, no matter the circumstances, our clients have a seamless and smooth experience.   UPAL is always ready to answer your questions and provide the forms necessary to open an account.  For more information, contact us at or 918-747-5585.

Notice and Clarification of Investment Risks

DOL Fiduciary Rule Disclosure