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

 

Free Strategy Session

For more information on what a Self-Directed IRA can do for you,
Schedule your FREE 30-Minute IRA Strategy Session Today!

Schedule Today