ROLLOVER & RETIREMENT
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Are You Already Retired?
Are you saving for retirement?
Employer-sponsored plans are truly a great benefit
You can bring your old retirement accounts with you.
Learn to save the right amount for your retirement.
Risk tolerance, time horizon and investment strategy are all key components.
Saving is good!
Avoid the temptation to cash out your retirement plan.
Even if you leave, your account may be able to stay.
You can bring your old retirement accounts with you.
Just because you can take money, doesn't mean you should.
Time to get your investment house in order.
Saving is good!
Learn to save the right amount for your retirement.
Have you covered all your bases?
Are you on target, off by a mile, or somewhere in between?
You can bring your old retirement accounts with you.
Risk tolerance, time horizon and investment strategy are all key components.
Saving is good!
Retirement age varies with the circumstances.
Learn to save the right amount for your retirement.
Just because you can take money, doesn't mean you should.
Risk tolerance, time horizon and investment strategy are all key components.
Its important to determine how you will begin to receive income during your retirement.
Just because you can take money, doesn't mean you should.
You may no longer work at your job, but you do need to work at managing your investments.
Ready to write your own paycheck?
Juggling too many accounts?
Health costs can take a big chunk of your retirement savings.
Share the wealth with your family…not uncle sam.
Manage Plan Assets

Stay in Plan | Take Lump Sum | Roll to IRA | Roll to Annuity |  Take distributions
“Ready to shift into reverse?”

After decades of making plan contributions are you ready to reverse the process and start taking income? Some plans allow you to elect to receive scheduled withdrawals directly from the plan. You choose how much to receive and how often … for instance monthly or quarterly. You may be able to change that amount once a year, or more frequently depending on the plan. Before we go any further, how old are you?

• Under age 70 1/2
• Age 70 1/2

 


“If you’re age 70 1/2, you’ve come to the right place.”

It’s the moment you’ve been waiting for. Time to start taking distributions from your plan…at least the minimum amount you’re required by the IRS to take each year


Under age 70 1/2
Age 70 1/2


© 2008 ING North America Insurance Corporation. All rights reserved.
Advisory services provided through ING Financial Advisers, LLC (member SIPC).
This information is not intended to be tax or legal advice. ING does not offer tax or legal advice. Consult your own legal or tax advisor regarding your specific situation.
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