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Why Consolidate | How to Consolidate | Manage Required Distributions

“Juggling too many accounts? Allow us to give you a hand”



Over a saving lifetime, you can accumulate all kinds of tax-deferred accounts…especially if you’ve had several employers. Before you know it, you’ve got retirement money stashed here and there, all with different plan administrators, underlying investments, secret access codes, toll-free numbers, and reporting dates. Every month, your mailbox is full of statements, newsletters, and quarterly reports. How ‘bout we simplify?




“Put like with like”

Be sure to keep all your tax-deferred money together if you want to preserve its ability to earn with no income tax until withdrawn. For example, if you cash out a tax-deferred account and put the money in a taxable investment, it will be subject to taxes at withdrawal and then annually.


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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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