Rolling over your IRA to an Envoy IRA

How do I roll over to an Envoy 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. 

Tax benefits
A Rollover IRA is a type of Traditional IRA with the same tax benefits – potential tax-deferred growth of savings.

Account expenses

Minimum required distributions starting at age 72. 10% early withdrawal penalty if under age 59 1/2 with limited exceptions.

Key advantages
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 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

5333 N Union Blvd, Ste 200, Colorado Springs, CO 80918

Click here for a Rollover Request