IRA Assets and Rollovers

With the advent of the new Department of Labor (DOL) Fiduciary Rule, there has been much focus on the topic of IRA rollovers. The rule hasn't changed the opportunities represented by IRA rollovers. For many clients, rollovers remain and important strategy for achieving their retirement goals. For financial professionals, rollovers can be a powerful way to grow your practice and deepen your value to clients.

In many instances, rolling over your clients' retirement plan assets to an IRA can help them better achieve their retirement goals. Before making this decision, it's important to review key aspects of their financial situation and carefully evaluate the pros and cons that a rollover might offer.

To learn more about the DOL Fiduciary Rule and IRA Rollovers, check our blog.


For Use With Clients
  • In-Service Withdrawals
    An in-service withdrawal may help clients diversify client's assets in their employer-sponsored plan, as an option to diversification. VLC0581-0619
  • Understanding Rollover Options
    If you are recently unemployed, have changed jobs or are retiring, you may have retirement assets under your previous employer's plan. VLC0442-0917
  • Understanding IRAs
    This educational brochure provides general knowledge about IRAs for clients' financial planning. VLC0015-0119
Additional Tools
  • Calculators
    Run product illustrations online or use our online calculators to assist in tax planning, retirement planning, distribution planning, and investment fee comparisons.


Want to Talk Further on this Topic?

The Retirement Strategies Group, subject-matter specialists with advanced degrees and designations such as CFA®, CFP®, ChFC®, CLU®, and JD, are ready to help.

(800) 722-2333, ext. 3939
In New York, (800) 748-6907, ext. 3939



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