Rollover IRA

A Rollover IRA is ideal for individuals who wish to broaden their investment options beyond the choices offered through their old employer-sponsored plan. Rollover IRAs are a great way to consolidate retirement savings and continue to grow retirement assets in a tax-deferred account.

Rollover IRA Account Details

Benefits

• Start-to-finish support from an iPlanGroup Rollover Specialist.
• No “cash out†penalties when you rollover.
• No current taxes or penalties.
• No mandatory federal withholding.
• Penalty-free withdrawals for first time home purchase and other qualified exceptions.
• Flexibility to roll over to another company plan (if new company plan allows for this option).

See the Transfer, Rollover and Conversion Guide