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).
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.