Why Roll Over Assets?

From AIG Funds

Key Reasons to Rollover Assets

One of the most common reasons is to continue growing your retirement assets tax-deferred after you’ve retired or changed jobs. Some companies won’t allow ex-employees to keep assets in their retirement plans, so they have to move the assets into an IRA or a new employer’s plan. In other instances, investors may want to move their money to consolidate their retirement assets, or to take advantage of:

  • Additional investment options
  • More flexible withdrawals
  • Stretch capabilities
  • Estate planning benefits

Before you make a rollover decision, it may be beneficial to discuss your needs and goals with your financial and tax advisors. They can help you decide if a rollover makes sense for your individual situation.