Rollover IRA
No Fee IRA¹
Annual custodial and maintenance fee waived for all IRAs
What is it?
A Rollover IRA is an account designed to receive transfers from a previous employer-sponsored retirement plan, such as a 401(k) or 403(b). By rolling over these assets directly, you maintain the tax-deferred status of the account, simplify the management of your retirement investments, and potentially increase your investment choices.
Who is it for?
Anyone with an employer-sponsored plan with a former employer.
What are the benefits?
- Maintains the tax-deferred status of your plan(s)
- Offers more investment choices
- Provides a more consolidated view that makes it easier to track how your retirement savings and investments are performing
What can I invest in?
A Rollover IRA allows you to choose from investment products such as mutual funds, stocks, bonds, and ETFs, as well as bank products like CDs and money market savings.
See Ways to Invest for more information.Need Help?
Take advantage of our Rollover IRA Help Desk.
1.800.774.4724
Mon-Fri: 8am-9pm ET
Have a Question?
Call our Retirement Help Desk.
1.800.774.4724
Mon-Fri: 8am-9pm ET
Saturday: 9am-5:30pm ET
