Individual retirement account (IRA)

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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Fees & expense listing

Disclosure Statement & Custodial Account Agreement

Product-specific disclosures

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.

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 Group®, Inc. provides administrative services. Sammons Financial Network®, LLC., and Sammons Institutional Group®, Inc. are affiliated companies and wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® is a division of Sammons Institutional Group®, Inc.

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

NOT FDIC/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

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