As you move through your career, it’s easy to forget about old retirement accounts. You can take control of your retirement savings with a rollover IRA.
Moving - or rolling over-your retirement savings into a single account can make managing your retirement savings easy and straightforward.
When you change jobs or retire and have savings left in your former employer’s retirement plan, you typically have four options when deciding what to do with your money.
Here's a quick review of how the process goes when rolling over your former employer’s retirement account into an IRA.
Determine which type of IRA you’d like.
Choose an IRA provider.
Open and fund your IRA.
Pick your investments.
Open online.
Open your IRA in about 10 minutes.
Give us a call.
Help is within reach. Let our financial professionals do the heavy lifting for you.
Whether you have a retirement plan with Principal from an old employer or any other product, you can get everything consolidated in a few steps.
Either log in to your account or call us at 800-547-7754 and our retirement specialists can help you get the process started.