Rollovers & Transfers
Considering Moving Your Assets?
Congratulations! Taking control of your retirement dollars is one of the smartest things someone can do in preparing for a healthy financial future. When considering a rollover or transfer there are a few things to think about…
What money are you moving?
There are many types of retirement accounts that can be moved. It is important to take a holistic look at your financial picture and determine the easiest way to manage all of your accounts. Common types of accounts people rollover or transfer are…
- Retirement Plans from former employers
- Traditional or Roth IRAs
- Other Qualified Assets
Where am I moving that money to?
Besides knowing what money you want to move, the other key to a successful rollover is knowing where you can choose to place your moving accounts. Some options include…
- Roll-ins to your current Employer Sponsored Retirement Plan
- Moving into an already established IRA
- Moving into a new IRA
Who can help me?
ING’s Transition Counselors can help assist you in completing a Rollover or Transfer. Transition Counselors are fully licensed Financial Professionals specially trained to assist you with your rollover and retirement needs. To speak with a Transition Counselor please call 877-665-8544.
You should consider the investment objectives, risks, and charges and expenses of the variable product and its underlying fund options; or mutual funds offered through a retirement plan, carefully before investing. The prospectuses/prospectus summaries/information booklets contain this and other information, which can be obtained by contacting your local representative. Please read the information carefully before investing.
Insurance products, annuities, and retirement plan funding options issued by (third party administrative services may also be provided by) ING Life Insurance and Annuity Company, One Orange Way, Windsor, CT 06095-4774. Annuities issued by ReliaStar Life Insurance Company, 20 Washington Avenue South, Minneapolis, MN 55401. Securities offered through ING Financial Advisers, LLC (member SIPC), and other broker-dealers with which it has selling agreements. These companies are members of the ING family of companies. Insurance obligations are the responsibility of each individual company. Products and services may not be available in all states.
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