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Rollover Individual Retirement Accounts (IRA)

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Navigating Life's Changes

Navigating Life's Changes

People change jobs for a variety of reasons, and navigating this transition can be difficult. The fact is, when you leave work–for whatever reason–you have a decision to make about your hard-earned retirement savings.

Generally speaking, you have four options to choose from:

1. Roll your assets to an Individual Retirement Account (IRA).
2. Leave your assets in your former employer's plan.
3. Roll your assets to your new employer's plan.
4. Cash out your retirement savings plan.

Decisions you make now can have an impact on your long-term retirement goals, so take time to carefully review your options.

Senior Couple Discussion - Individual Retirement Accounts

Changing jobs or retiring and looking to simplify your accounts?

Consider rolling your accounts over into a Transamerica IRA.

In addition to potentially avoiding the taxes and/or penalties that come from withdrawing your retirement savings, by opening an IRA with us you will gain access to our team of retirement counselors, for no additional fee, who can help you establish a savings and investment strategy that fits your needs, goals, and risk tolerance.

And, best of all, it's a quick and easy process!

Learn more about the Transamerica IRA

Benefits of a Transamerica IRA

Rolling over your 401(k) or 403(b) into an IRA allows you to take control of your own retirement savings while any investment gains in your account remain tax-deferred until you withdraw the money or reach age 70 1/2 (whichever is sooner). You will enjoy the convenience you’re used to along with additional choices and counseling when you roll over your employer-sponsored retirement savings to the Transamerica IRA.

Roll over existing accounts or set up a new Transamerica IRA

Roll Money Into Your Current Plan

Have money with a former employer? Consolidation might benefit you.

Consolidation can help you:

  • Track all your retirement savings, with less paperwork in less time.
  • Simplify investment decisions and management with a single strategy in mind.
  • Organize distributions when it's time to start thinking about income.

If you are interesting in transferring money from a former employer plan or IRA into your current retirement savings account at Transamerica, call us at 800-275-8714, 9:00 a.m. to 7:00 p.m. ET, Monday through Friday, and ask to speak to a consolidation specialist.

Retirement Specialist Dinner Meeting

Get answers you can trust.

Call us today at 866-300-0028, 9:00 a.m. to 6:30 p.m. ET, Monday through Friday, and let a retirement counselor answer your questions, discuss your needs, and help you plan for your personal goals.

Or, contact us online