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Transamerica Retirement Solutions

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Benefits of the Transamerica IRA


Take control of your retirement savings and enjoy the convenience of more choices and counseling when you roll over to the Transamerica IRA.

CONTROL CONVENIENCE
  • Tailor your retirement plan to meet your needs.
  • Continue to save for retirement in a tax-deferred status.
  • Choose the investment approach that's right for you—you'll have access to multiple leading fund managers.
  • Quick and easy process. We take care of the paperwork for you.
  • Get 24/7 online account access.
  • Ability to take distributions from your account at no charge.
COUNSELING CONSOLIDATION
  • Work with an experienced retirement counselor to determine the right strategy for you.
  • Professional help to determine an investment strategy based on your risk tolerance, time horizon, and goals.
  • Ongoing counseling as you experience future life transitions.

  • Get a complete view of your retirement savings.
  • Simplify your investments to help avoid overlapping strategies.
  • Streamline account management and beneficiary designations.

 

Looking for help?

You have complimentary access to phone-based retirement counselors who can help you figure out what to do with the money you've accumulated.

Schedule an appointment

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Keep your retirement savings working for you with the low-cost Transamerica IRA

There are no administrative fees, no commissions, and no sales charges provided you maintain a minimum balance of $5,000. Best of all, it's quick and easy to roll over to the Transamerica IRA and you'll avoid the taxes and possible penalties that come from withdrawing your retirement savings.

Provided you maintain an account balance of $5,000 there are no annual administrative fees—Transamerica assesses an administrative fee of $8.75 quarterly on low-balance accounts (less than $5,000). The mutual funds are load-waived; however, there are fund management expenses. The prospectus contains additional information about the funds, including investment objectives, risks, charges, and other expenses. The prospectus should be read carefully before investing.

The role of the retirement counselor is to assist you with your savings and investment plan. There are no fees or commissions for meeting with your retirement counselor, who is a registered representative with Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528.

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©2016 Transamerica Retirement Solutions, LLC

Employer-sponsored retirement plans may have features that you may find beneficial such as access to institutional funds (i.e. low cost), fiduciary selected investments, and other ERISA protections not afforded other investors. In deciding whether to do a rollover from a retiremetn plant, be sure to consider whether the asset transfer changes any features or benefits that may be important to you. Review the fees and expenses you pay to see if rolling over into an IRA could help reduce your costs. Rollovers and transfers may be subject to differences in features and expenses. Indirect transfers may be subect to taxation and penalties.

Securities are offered through Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. Investment advisory services are offered through Transamerica Retirement Advisors, LLC (TRAC). Transamerica Retirement Solitions, TISC, and TRA are affiliated companies.