Brighten your retirement outlook

During life transitions, such as a job change, lay-off or retirement, you have the opportunity to simplify your retirement savings by consolidating assets into one low-cost rollover IRA. You can continue to save for retirement while receiving the services and solutions that will help you stay on track.

Take control of your retirement savings strategy

Investing in an Individual Retirement Account (or IRA) allows you to take control of your own retirement savings while any investment gains in your account remain tax-deferred.

As a Transamerica IRA holder, you will have access to retirement advisors who will help you establish an investment strategy that fits your needs, goals and risk tolerance.

Benefits of the Transamerica IRA

Convenience

  • - Quick and easy process - we take care of the paperwork for you.
  • - Help is just a phone call away
  • - Get 24/7 online account access

Cost

  • - No annual administrative fees1
  • - No commissions or sales charges
  • - Competitively priced funds

Counseling

  • - Access to a team of experienced, retirement advisors2
  • - Professional help to determine an investment strategy based on your risk tolerance, time horizon and goals
  • - Ongoing counseling as you experience future life transitions to help keep you on track

Choice

  • - More flexibility to withdraw assets on your own terms
  • - Investment approaches range from time-based models (rebalances based on your projected retirement date) to risk-based models (matches your portfolio to your tolerance for risk)
  • - Ability to select your own funds managed by well known sub advisors

Opening a Rollover IRA is easy!

Get more flexibility and control by rolling your assets into the low-cost Transamerica IRA.

  • 1. Call 866-434-8472 to get immediate answers to your questions
  • 2. Talk with a retirement advisor to receive guidance on your IRA investment approaches
  • 3. Complete the quick and easy paperwork and start enjoying the benefits!

Opening a rollover IRA is easy.

Request a call to get immediate answers from experienced retirement
advisors.

Request a call

Need help with Retirement Planning?

If you're within a few years of retirement and ready to start planning – we can help. We believe there are five key areas – Lifestyle, Investments, Health Care Protection, and Income – that will define your life in retirement. Learn more about how each of these five areas will impact your plan to retire.

Learn more

Get the most out of Social Security benefits.

We can help you analyze the various strategies to consider as you try to determine when to start taking your Social Security benefits.

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1Generally, there are no annual administrative fees - Transamerica reserves the right to assess an administrative fee annually on low balance accounts - and the mutual funds are no-load; however, there are fund management expenses. For more information, please call 866-434-8472 for a free summary prospectus (if available) and/or prospectus. You should consider the objectives, risk, charges, and expenses of an investment carefully before investing. The summary prospectus and prospectus contain this and other information. Read them carefully before you invest.

2Retirement advisors are not compensated based on recommendations.

Savings counselors offer securities through Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. Retirement advisors offer securities and investment advisory services through Transamerica Financial Advisors, Inc. (TFA), Member FINRA/SIPC, and Registered Investment Advisor. Transamerica Retirement Solutions, TISC, and TFA are affiliated companies.

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