Retirement Plan Rollovers Make a Lot of Sense

If you…

Want to take charge of your finances

• Don't be dependent upon the rules and policies of your former employer's retirement plan.

Want to simplify your financial management

• Consolidating your retirement savings with one financial services provider lessens your paperwork and makes monitoring and managing your investments easier.

Want the choice of tax-deferred or tax-free distributions

• You have the option of rolling pre-tax retirement assets to a Roth IRA, which allows tax-free withdrawals, if certain conditions are met.

Start now!

• Use the online IRA Wizard to get started, or
• Contact your ICMA-RC Retirement Plans Specialist or call Investor Services at 1-800-669-7400

Don’t forget, your spouse can also roll over to an IRA with ICMA-RC.