Whether you're retiring, changing jobs, or simply looking to consolidate plans, you have choices. In some cases, it may be beneficial to leave your money in your current retirement plan. With the help of your adviser, you may also want to consider rolling assets into your new employer's plan, installments or annuity payments (if available), or rolling assets into an IRA. One option to save time and money is the LiveWell® Mutual Fund IRA.
SIMPLE • INNOVATIVE • STRAIGHTFORWARD
With a contribution as low as $10,000, you have access to:
- More than 150 investment options from 25+ fund managers in one convenient program
- Freedom to change your mind
- Reallocate and rebalance1 any time at no charge
- No upfront fees*—ALL of your assets go to work for you day one
- No back-end fees*
- When it's time to access funds, you can easily take withdrawals at no charge
While many other companies charge you to either set up your account or to take withdrawals, Sammons Retirement Solutions® Inc. charges one recordkeeping fee, plus standard fund expenses.*
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.
*For a complete listing of all applicable fees and expenses, please click here.
1 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 Series booklet.