The advantages of a Rollover IRA
Making a career change? Retiring soon? Looking to consolidate your tax-deferred investments? If you answered yes to any of these questions, you might be interested to know that you can protect your retirement plan distributions from potential taxes and penalties with a Rollover IRA.
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You've worked hard building your retirement assets and now you're facing a decision on what to do with your retirement plan distributions. That's why we created the Armada Funds Rollover IRA brochure. This brochure describes the pros & cons of the five options most investors have regarding their 401(k) or other employer plan sponsored retirement assets. The brochure also contains a list of frequently asked questions and explains the benefits of an Armada Funds Direct Rollover IRA.
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Understanding Your Rollover IRA Options
Most investors have five options regarding their 401(k) or other employer sponsored retirement assets. Which option you select can make a big difference in how you spend your retirement years. Understand the pros & cons of each option before making any decision.
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Armada Funds Direct Rollover IRA
Learn about the numerous benefits that an Armada Funds Direct Rollover IRA offers – from the experienced investment management teams to their broad selection of fund families. Protect your retirement plan distribution from potential taxes and penalties by using an Armada Funds Direct Rollover IRA.
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Rollover IRA frequently asked questions
We complied a list of questions and answers that many investor have regarding retirement plan distributions.
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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).
These products are offered by National City. Armada Funds offers access to these plans and is one of the underlying investment options.
National City Investment Management Company (IMC) serves as investment adviser for Armada Funds for which it receives an investment advisory fee. Shares of Armada Funds for PlanWorks Select® are distributed by Professional Funds Distributor, LLC (PFD). PFD is not affiliated with IMC and is not a bank.
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