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Retirement > Products & Solutions > IRAs > Rollover IRA
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Rollover IRA  
  A rollover IRA allows anyone with a qualified retirement plan (profit-sharing, 401(k), defined benefit), 403(b) or Government 457 Plan) who experiences any of the following events to continue growing and accumulating assets on a tax-deferred basis:   white space Man fishing
 
   
  • Attainment of age 59˝
  • Job change
  • Retirement
  • Divorce
  • Disability
  • Death (if spouse is beneficiary)
  • Plan allowance of in-service distributions
  • Plan termination

The assets in the old plan or account are “rolled over” into an IRA, and continue to grow tax-deferred. You can also roll over or transfer a number of IRAs into a single rollover IRA for more convenient management.


How you’ll benefit
Just because you have assets that can be transferred to a rollover IRA, does it make sense to do so? That depends on your current situation and your future plans. In general, you have a number of options from which to choose:

  • Leave your assets in their original plan
  • Move assets over to your new plan
  • Take a cash distribution
  • Roll assets over to a rollover IRA

Consolidating your retirement assets into a Thrivent Financial Rollover IRA gives you:

  • Continued tax-deferred growth and accumulation of assets.
  • A wide selection of product and investment choices for your portfolio.
  • The ability to consolidate all of your tax-qualified retirement assets so you can easily manage them.
  • Access to the personal service and experience of a Thrivent Financial representative.


When to consider
You can often save time and money by consolidating your 401(k)s, profit sharing plans or other qualified retirement plans and IRAs into a single account.


Take the next step
Whether you're changing jobs, nearing retirement or experiencing some other type of life change, talk to a Thrivent Financial representative to see if a rollover IRA is right for you.
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Thrivent Financial for Lutherans, its affiliates, Financial Representatives and employees do not provide legal, accounting, or tax advice or services. This summary information is provided for your education, and to help you start preparing for retirement. It is not intended to be tax or legal advice. We strongly advise that you consult your legal and/or tax advisor before making any tax-related financial decisions.

Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.
©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Thursday, May 17, 2007 at 12:11 PM