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
“Be a choosy buyer.”

Insurance companies sell annuities. It’s best to shop around and compare options before you make a decision. That’s because not all annuities are the same. Here are some features to investigate.

1. Before making a final decision, weigh this option against the other four – taking a lump sum, staying in the plan, rolling to an IRA, and beginning distributions.
2. Use your investigation worksheet to ask insurance companies about their annuities’ features.
3. If you settle on rolling over to an annuity, call your former employer's Benefits department and find out what steps need to be taken.
4. IMPORTANT: Do not receive funds in your name. Make sure money moves plan to plan. Otherwise, you may lose a significant portion to taxes.

What is a Rollover Annuity?
Pros/Cons of rolling over
Types of annuities
Payment options
Annuity costs
Next steps


© 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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