How do I roll over to an Envoy Choice IRA?
At Envoy Financial, we believe that simplifying your finances is an important part of a sound financial strategy. By consolidating IRAs, you'll have a better view of your financial picture, making it easier to maintain appropriate asset allocation.
A Rollover IRA is a type of Traditional IRA with the same tax benefits - potential tax-deferred growth of savings.
Minimum required distributions starting at age 70 1/2. 10% early withdrawal penalty if under age 59 1/2 with limited exceptions.
Freedom from restrictions that may be present in your current IRA.Access to a wide range of mutual fund investments.The ability to withdraw penalty-free for a first-time home purchase or qualified education expenses.
*Before investing, consider the funds' investment objectives, risks, charges, and expenses. Consult a prospectus or a summary prospectus containing this information. Read it carefully.
What about a Roth IRA?
If you want to convert some or all of your old retirement plan assets to a Roth IRA or if you want to directly roll over Designated Roth IRA assets into an Envoy Choice Roth IRA, open a Roth IRA. With a Roth IRA, you'll have the potential benefit of federal tax-free growth and tax-free withdrawals2.
Want one-on-one help?
Call a Rollover Specialist
8 am to 5 pm US Mountain
4194 Royal Pine Drive, Colorado Springs, CO 80920
Click here for a Rollover Request