Rollover IRA

Simplify your retirement savings

Having multiple retirement accounts means you’ve done a great job of saving. But it could also mean multiple statements and varying terms and conditions.

Rollover to an IRA*

Rolling over – or moving – your savings from a workplace retirement plan into an IRA with The Principal allows you to:

  • Continue savings for retirement
  • Invest in a broad range of investment products
  • Enjoy the potential of tax-deferred growth
  • Combine multiple accounts to simplify monitoring and management

An IRA can be a great way to save and invest

With an IRA, you achieve greater control and flexibility of your retirement savings.  Consider an IRA when you’re:

  • Changing jobs
  • Preparing to retire soon
  • Enjoying retirement and needing to turn savings into income
  • Transitioning to self-employment
  • Wanting easier tracking and management of your savings

Open your IRA online now.

Additional options

There are several options for your retirement savings and each has advantages and disadvantages that you will want to consider.  Learn more about your retirement savings options (PDF).

Open a Rollover IRA
Rollover your workplace retirement accounts to your own IRA.

Talk to a financial professional

Call 800-243-4380 ext. 2550

 

Simplify your retirement planning

Log in to roll over funds from a previous employer plan to your current account at The Principal.

Help to simplify your retirement planning

Retirement Income: Six Steps to Creating Your Own Paycheck

When it’s time to retire, replacing your work paycheck with a retirement income isn’t as simple as it sounds. 

Your Debt-Free Retirement: A Roadmap

Balancing Debt & Savings: How to Prioritize Financial Responsibilities

*You should consider the differences in investment options and risks, fees and expenses, tax implications, services and penalty-free withdrawals for your various options. There may be other factors to consider due to your specific needs and situation. You may wish to consult with your tax or legal advisor.

Financial professionals at 800-243-4380 ext. 2550 are sales representatives for the members of the Principal Financial Group. They do not represent, offer or compare products and services of other financial services organizations.