ROLLOVER & RETIREMENT
Home | My Account | Handy Tools | Contact Us
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.
Streamline Finances

Why Consolidate |  How to Consolidate | Manage Required Distributions

"It’s as easy as rolling off a log."

Actually, in the biz, we call moving tax-deferred money a “rollover.” You set up a Rollover IRA or Rollover Annuity to accept money from all your employer-sponsored plans. Maybe in your travels, from one employer to another, you already set up a Rollover IRA. You may now be able to use this account to accept other tax-deferred funds. If you’re interested, here are some steps to get the rollover ball rolling:

  1. Click to learn more about Rollover IRAs or Rollover Annuities.
  2. Decide how you want to consolidate funds…either in a Rollover IRA or Rollover Annuity. (An IRA might be a good choice if you want lots of investment choices; an annuity may be the way to go if you’re ready to get income.)
  3. Contact your former employers’ Benefits departments, or the accounts’ plan administrators to find out what steps are required to move money.
  4. IMPORTANT: When requesting a rollover, make sure the check is made out to the new plan, not to you. There are income tax consequences if you receive money in your name.
  5. If you have questions or need help making a decision, click to contact a financial professional near you.

ING has financial professionals who specialize in helping with retirement plans. Need help? Just Contact Us.

© 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.
ING's Privacy Promise | Terms of Use/Online Privacy

C08.0213.001