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Life Stages: A guide to investing for retirement

Changing Jobs

(Age: 20's to retirement)
Goal: Increase your investment options and protect your tax-advantaged investments.
Changing jobs can happen anytime throughout your working career. And when it does, the big question is what to do with your 401(k) or other employer sponsored retirement plan assets. You have five options available to you, but which option you choose can make a big difference in how you might spend your retirement years. Which option is right for you? You can protect that distribution from potential taxes and penalties by using an Armada Funds Direct Rollover IRA.

Investing for retirement with Armada is easy. You can order an IRA kit, download a Traditional IRA Application, invest online right now, or call Armada Investor Services at 1-800-622-FUND (3863).

 

  Individual Retirement Plans
  Types of Accounts
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  PlanWorks Select ®
  Armada's Employer-Sponsored Plans
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*This example is not intended as a recommended retirement portfolio. Please consider it an illustration of the dynamic process of balancing risk with potential reward with a diversified approach to long-term investing. Neither diversification nor asset allocation can guarantee a profit or prevent a loss.


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NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

You should consider the investment objectives, risks, charges and expenses of the Armada Funds carefully before investing. A prospectus may be downloaded and viewed with this and other information about the Funds or may be obtained by contacting an investment professional or by calling 1-800-622-FUND (3863.) Please read it carefully before you invest or send money.

National City Investment Management Company (IMC) serves as investment adviser to Armada Funds for which it receives an investment advisory fee. Shares of Armada Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with IMC and is not a bank.



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