What is a Rollover IRA?

Want to move money from your former employer's retirement plan without tax consequences or other penalties? Just roll over a qualified retirement plan (such as a 401(k)) to a ShareBuilder Rollover IRA (Traditional IRA). To get started:

  1. Sign in at www.sharebuilder.com
  2. Open a ShareBuilder Rollover IRA (Traditional IRA)
  3. Go to Accounts > Forms & Applications (Sign In required)
  4. Select Roll over a Retirement account into an IRA

Tip: Some rollovers can go into a Roth IRA. For more details, please contact a Retirement Specialist by calling toll-free 877-464-0292.