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


  • 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


Free Strategy Session

Are you ready to take the next step with a self-directed IRA?
A free strategy session with our team includes a review of your questions, retirement goals and self-directed IRA account options.

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