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Rollover IRAs

Stay in control of your savings with a Rollover IRA

When you retire or change jobs, you’re faced with ;the decision of how to handle your employer-sponsored retirement plan. A Rollover IRA can help. This simple solution can allow you to consolidate your savings and give you flexibility with the investments you select.

When you roll your savings directly into a Rollover IRA###DISCLAIMER:2_0 Rollover IRA### you'll enjoy the following benefits:

  • Maintained tax-deferred status of your retirement savings
  • Greater control and investment options than available in a typical employer-sponsored plan.
  • Streamlined management of your retirement assets.
  • No current taxation or IRS withdrawal penalties.

As with a Traditional IRA, you must take Required Minimum Distributions (RMDs) from a Rollover IRA beginning at age 70½.

To learn more about Rollover IRAs and other retirement solutions, we have created Qualified Plan Rollovers – Factors to Consider to assist with your decision. If you still have questions, please contact a Financial Advisor from UnionBanc Investment Services at 1-800-634-1100 or visit the Investment Center located in your nearest Union Bank branch.

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