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Rollover your 401(k) or existing IRA today and receive the first 10 trades commission free, plus all of the benefits below!
A Rollover IRA is a type of Traditional IRA with the same potential tax-deferred growth of savings.
10% early withdrawal penalty may apply for withdrawals taken prior to age 59½ if no exceptions apply.
Penalty-free withdrawals for qualifying first-time home purchase and certain college expenses.
Minimum required distributions (MRDs) starting at age 70½.
Continue saving for retirement on a tax-deferred basis.1
|Trading fees||None- for the first 10 equity trades.|
|Account opening fees||None!|
|Annual maintenance fees||None!|
We can help you every step of the way as you move your money from an old 401(k) or other workplace savings plan to a UCS IRA.
Start Rollover Now: A rollover specialist can answer your questions, help you initiate the distribution, and see you through the rest of the process. Call 866-301-3359 to get started.
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