Discover new opportunities for your old 401(k) with a Scottrade® Rollover IRA.*
Whether you want to plan for retirement on your own, need access to professional guidance provided by Scottrade Investment Management or require a combined approach, we can help make sure you’re on track to reach your goals.
If you still have a 401(k) or other workplace savings plan with a former employer, you have options when it comes to re-investing those assets. You could:
- Roll over your funds into a Scottrade® IRA
- Keep your assets in your former employer’s 401(k) plan
- Transfer the assets into a new 401(k) plan offered by your present employer
- Cash out your 401(k) account
If rolling over your old 401(k) to a Scottrade® IRA is the right option for you, there’s no better time than now to get started.
Open and fund an account today and you could qualify for our most exciting offer yet.
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.
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.
Open a New Account
You will need the following:
- Your Social Security number or Individual Taxpayer ID
- Your employer's name, address and phone number (if applicable)
- Your beneficiary's Social Security number and date of birth (IRAs only)
- About 10 minutes of your time