Rollover IRA

Rolling your old employer-sponsored retirement plan into an ISTC Rollover IRA can make it easier to allocate and monitor your retirement assets. It also provides a way to take control of your retirement savings. Rollovers are often used by those who have changed jobs or retired and have assets accumulated in their employer-sponsored retirement plan, such as a 401(k).

Rollover IRAs can be rolled directly into an ISTC Rollover IRA without incurring any tax penalties and assets remain invested tax-deferred.

If you have questions about transferring an old 401(k) into a new account, give our IRA Rollover Specialists a call at  (800) 248-8447 or email us at  [email protected]. Forge Trust can help you with the paperwork involved with rolling over an IRA. We also have the flexibility to help you move an existing IRA from another institution.