Roll Over Now


Get started below with the IRA solution that best fits your retirement needs. Not sure which one is right for you? Use our Comparison Chart to understand your options.

Investment Solutions IRA

  • Open an account online
    When opening your account online, make sure to choose Roll Over or Transfer* in the Funding Options section of Step 3. You'll also need information about the account you're moving money from.
  • Have an IRA specialist contact you.
  • Contact us at 800 842-2888.

Brokerage Services IRA

Portfolio Advisor IRA

* Before transferring assets or replacing an existing annuity, be sure to carefully consider the benefits of both the existing and new product. There will likely be differences in features, costs, surrender charges, services, company strength and other important aspects. There may also be tax consequences associated with certain kinds of transfers of assets. Indirect transfers may be subject to taxation and penalties. Consult with your own advisors regarding your particular situation.

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