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Individual retirement accounts (IRAs)

Whether you're retiring, changing jobs, or simply looking to consolidate retirement plans, you have choices to make with your retirement savings.

In some cases, it may be beneficial to leave money in your current retirement plan. You may also consider rolling assets into a new employer plan, receiving installments (if available), cashing out your account value, or rolling assets into an IRA, like the LiveWell Mutual Fund IRA.

You'll experience:

  • Access to a wide range of mutual funds in one convenient program
  • Freedom to change your investment options along the way, with no transaction or sales charges1
  • Flexibility in account options, with traditional IRAs, Roth IRAs, SEP-IRAs, and Inherited IRAs

LiveWell® Mutual Fund IRA

With an initial contribution as low as $10,000, you can tailor your portfolio based on your risk tolerance and investment goals. You can invest with a wide variety of the nation's most well-known fund managers and mutual funds in one simplified option, making the LiveWell Mutual Fund IRA a one-stop solution designed to save you time and money.

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LiveWell® Plus Mutual Fund IRA

With an initial contribution of $50,000, you're guaranteed a 3% account bonus2 on all net funds contributed within the first six months of opening your LiveWell Plus Mutual Fund IRA account. This bonus, along with the diverse platform of mutual fund options, allows you the opportunity to set more aside for your long-term retirement goals.

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Contact your financial professional for additional information.

If you are a financial professional, enter an access code to sign in or call the Sammons Retirement Solutions Sales Desk at 855-624-0201.

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.

2 Important note about the 3% account bonus and for those less than six years from retirement: When you make a contribution, including a rollover contribution within six months of opening your IRA, Sammons Institutional GroupSM, Inc. will add an additional 3% based on the net contribution(s) (adjusted for any prior withdrawals) to your IRA ("account bonus"). The amount of the account bonus is calculated as a percentage of your net contribution(s). The account bonus becomes part of the IRA at the same time as the corresponding net contribution(s).3

3 The amount of the account bonus is calculated as a percentage of your net contribution(s). The account bonus becomes part of the IRA at the same time as the corresponding net contribution(s). For six years after the LiveWell® Plus Mutual Fund IRA is opened, an early withdrawal charge ("EWC") will apply to withdrawals in excess of the annual EWC-free amount, or RMD if greater. This includes withdrawals made by your beneficiary following your death. See the LiveWell® Plus Mutual Fund IRA Certificate of Disclosure for details.

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Investing in mutual funds involves risk, including the potential loss of investment. You should consider the investment objectives, risks, charges, and expenses of the mutual fund and its underlying investment options carefully before investing. The prospectus and/or summary prospectus contain this and other information. You may contact your financial professional, visit srslivewell.com/prospectus, or call 866-747-3421 to obtain a current prospectus. Please read it carefully.

Securities distributed by Sammons Financial Network®, LLC., member FINRA. Sammons Institutional GroupSM, Inc. provides administrative services. Sammons Financial Network®, LLC., Midland National® Life Insurance Company, and Sammons Institutional GroupSM, Inc., are wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® and Midland Retirement Distributors® are divisions of Sammons Institutional GroupSM, Inc.

Please view these important product-specific disclosures: LiveWell® Mutual Fund IRA | LiveWell® Plus Mutual Fund IRA

NOT FDIC/NCUA INSURED, MAY LOSE VALUE, NOT A DEPOSIT OF A BANK, NOT BANK/CU GUARANTEED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

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