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The advantages of a rollover IRA

Retiring


Are you retiring soon? When do you want to start withdrawing from your tax-deferred investments? This is a very important question that needs to be answered when you approach retirement. You’ve worked hard to build your retirement nest egg and now you’re facing a decision on what to do with your retirement plan distributions. Consult your Armada Investment Representative who can inform you about the new catch-up provisions, minimum required distributions and the potential to convert your assets to a Roth 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).

 

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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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