Discover new opportunities for your old 401(k) with a Scottrade® Rollover IRA. Whether you want to handle your retirement plans on your own, need access to professional guidance provided by Scottrade Investment Management or require a combined approach, we can help you take control of your financial future.
You work hard for your money. With a Scottrade® Rollover IRA, it’s easy to get your money back to work for you.
Guidance Solutions from Scottrade Investment Management™ and Advisor Access from Scottrade Investment Management™ are investment advisory services offered by Scottrade Investment Management™, a registered investment advisor. Brokerage products and services are offered through Scottrade, Inc., member FINRA / SIPC, while advisory services are provided by Scottrade Investment Management™. Scottrade Investment Management™ and Scottrade Inc. are both wholly owned subsidiaries of Scottrade Financial Services Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Services provided by Scottrade Investment Management involve an additional fee.
Before making any rollover decisions, investors should research and consider all available retirement options carefully. Your decision should reflect consideration of various factors, including the benefits and penalties involved. Some of these factors include, but are not limited to, investment or account-related fees and expenses, differing levels of service available, withdrawal penalties, creditors and legal protections, required minimum distributions, and factors related to owning employer stock. The importance of these factors will vary depending on your individual needs and circumstances. Tax consequences may vary depending on state law and your individual situation. Scottrade does not provide tax advice. Please consult your tax or legal advisor for questions concerning your personal tax or financial situation.
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Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. A mutual fund's prospectus contains this and other information about the mutual fund. Prospectuses may be ordered through Scottrade.com or through a Scottrade branch office. The prospectus should be read carefully before investing. No transaction fee (NTF) funds are subject to the terms and conditions of the NTF funds program. Scottrade is compensated by the funds participating in the NTF program through recordkeeping, shareholder, or SEC 12b-1 fees.
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