Rollover evaluator
Leave It or Roll It?®
Rollover evaluator
Wondering if you should roll over money from an employer retirement plan — like a 401(k) or 403(b) — to an IRA? The rollover evaluator can help you learn the pros and cons with just 10 simple questions. Use your results to inform your decision and to have a discussion with your Ameriprise financial advisor about reaching your retirement goals.
Here's your summary
Based on your selections, here are the options to consider along with a summary of your answers. Contact an Ameriprise financial advisor to learn more about your options and what type of approach will work best for your needs.
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Here's your summary
Based on your selections, here are the options to consider along with a summary of your answers. Contact an Ameriprise financial advisor to learn more about your options and what type of approach will work best for your needs.
Your options
Summary of your results
Be sure you understand the potential benefits and risks of an IRA rollover or transfer before implementing. As with any decision that has tax implications, you should consult with a tax professional prior to implementing an IRA rollover or transfer.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax professional or attorney regarding their specific situation.
Rollover evaluator
If you have more than one 401(k), 403(b) or other retirement savings account, you're not alone. Many people have multiple retirement savings accounts held in more than one place as a result of job changes or other personal circumstances.
The rollover evaluator will help you understand the advantages and disadvantages of keeping your retirement savings in an employer-sponsored plan versus rolling it over to an IRA.
How the rollover evaluator works
Our evaluator tool will ask you some questions about your situation and guide you through your options, including the pros and cons of each one.
The goal is to help you consider all your options and make an informed decision about the best way to manage your retirement funds.
Or, provide us with some information and our Ameriprise Advisor Center will follow up with you.
At Ameriprise, the financial advice we give each of our clients is personalized, based on your goals and no one else's.
If you know someone who could benefit from a conversation, please refer me.
Background and qualification information is available at FINRA's BrokerCheck website.