For clients retiring, changing jobs, or simply looking to consolidate retirement programs to save time and money, consider our LiveWell® Mutual Fund IRA.
SIMPLE • INNOVATIVE • STRAIGHTFORWARD
With a contribution as low as $10,000, your clients have access to:
- More than 150 mutual fund options—all on one convenient platform (that means only one statement for them!)
- Freedom to change their mind—No charge for reallocating or rebalancing1
- No upfront fees—Just one recordkeeping fee2, plus standard fund expenses
- No back-end fees—Clients can withdraw assets without paying a back-end fee
For a complete listing of all fees and charges, please click here.
NOTE: The LiveWell® Mutual Fund IRA is just one option. You and your client should carefully weigh the pros and cons of each alternative. In some cases, it may be beneficial for a client to leave money in their current retirement plan. Other options include rolling assets into their new employer's plan, installments or annuity payments (if available), or rolling assets to an IRA.
1 Subject to the Excessive Trading Policy; more than one "round trip" involving the same investment option within a 60-calendar-day period is considered excessive trading. Please review the Disclosure Statement & Custodial Account Agreement of the LiveWell® Mutual Fund IRA booklet.
2 The recordkeeping fee is compensation for administering, reporting, and maintaining a history of IRA owner activities. Management services are not provided and no management fee is charged.