What can you do with your retirement money?
While your money from your former employer's plan remains invested at Principal®, your retirement goals may have changed. We'll walk you through your choices.
What happens when you roll over to an IRA?
A rollover is when you move funds from your prior employer's retirement account into an IRA. And that means you preserve the tax-deferred status of your retirement money, without paying taxes or early withdrawal penalties at the time of transfer. If you roll into a Principal® IRA, we'll help you open an account over the phone or online and move your money automatically.
Call us at 833-648-2065 or log in to explore rolling to an IRA.
We can help plan for your future.
We're familiar with your plan's funds and your investments in it, so we can help answer questions and outline your options.
Our financial professionals provide top customer service. They've helped tens of thousands of people make informed decisions. And there's no extra charge for that.
The longer you wait, the longer you may miss out on the best option for your savings. We'll help you understand taxes, penalties, potential future earnings, and more.
Ready to get started?
Give us a call and one of our financial professionals will walk you through your options so you can make the best decision for you.
Call Principal at 833-648-2065Monday–Friday, 7 a.m. to 9 p.m. CT
Tip: When you call, you can also ask about making changes to your investments or your beneficiary and contact information.
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 your tax professional or legal counsel.