ROLLOVER & RETIREMENT
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Are You Nearing Retirement?
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 Savings

Take lump sum | Stay in plan | Roll over to IRA | Roll over to Annuity |  Begin distributions
“Ask questions today so you have no regrets tomorrow.”

1. Before making a final decision, weigh this option against the other four – taking a lump sum, staying in the plan, or rolling to an IRA or annuity.
2. Call your Benefits department to find out if you can take a distribution directly from your plan.
3. If yes, ask about options and restrictions, and what steps need to be taken.
4. You also may want to consult with your Benefits department or a financial professional to help determine the amount of each distribution. You need to be careful, especially if your employer-sponsored plan is your main source of income, that regular withdrawals do not deplete your savings too quickly.

 


"A word to the wise."

Take time to plan your retirement income. It's not like swinging by the neighborhood ATM before dinner and a movie. You really could be going on a 30-year retirement trip, so plan accordingly. Click here for lots more information about planning for income.


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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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