Rollover IRA is a great solution for anyone who has changed jobs or is retiring and has savings in an employer-sponsored retirement plan like a 401(k).
- Great value—Keep your costs low and help maximize your investment returns with no account service fees and low commissions on equity trades, plus a wide choice of no-load, no transaction-fee mutual funds.
- Avoid taxes or penalties that may result from withdrawing your 401(k) assets—By completing a direct rollover of your retirement assets into a Schwab Rollover IRA, you keep your savings invested in a tax-deferred account.
- Investment flexibility—Gain more control over your retirement assets by investing in any of Schwab’s wide variety of investment options-stocks, bonds, mutual funds, portfolio solutions and more.
- Professional investment guidance—Enjoy access to personalized retirement planning and investment guidance from experienced professionals.
Key Investment Team does not provide tax advice. The structuring of a retirement plan can have significant tax consequences on you and your business. Investors should consult with their tax professional to determine the tax implications of this retirement plan structure.