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You are here: Home / Rollover IRA

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  info@ForgeTrust.com. 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.

Benefits
Investments remain tax deferred
Ability to consolidate from multiple IRAs
Contributions are protected from creditors

Open a Rollover IRA


Rollover F.A.Q.


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Contact Us

Forge Trust
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@ForgeTrust.com
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IRA Services, Inc., Retirement Planning Service, San Carlos, CA

FORGE TRUST AND FORGE TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

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