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
   
“Is a Rollover IRA right for you?”

Give yourself the green light to roll funds to an IRA if you want to continue to save tax-deferred and are looking for wider investment choices.


Green Light
Red Light

  • Your money can continue to grow free of current income tax until withdrawn.
  • You may find a wider range of investment choices than you have in your employer-sponsored plan or a rollover annuity.
  • You get the ability to consolidate many plan distributions into one account.

  • You have to shop for an IRA and fill out paperwork to roll over funds.
  • A few IRAs may not offer withdrawal services (which means you have to roll over to another vehicles when you are ready for income).
  • You may have to pay annual administrative or service fees for your IRA.
   
What is a Rollover IRA?
Pros/Cons of rolling over
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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