1 Some employer plans require you to move your balance if the balance is below minimum thresholds. Check your plan’s provisions to see if that applies to you.
2 Review your investment choices and compare fees and plan provisions to see if it's as good an option as your current plan.
3 This option will mean your retirement account will be taxable income. This could negatively impact your overall savings. This may include a 10% penalty tax on top of your ordinary tax rate if you have not reached age 59 1⁄2. The 10% penalty does not apply to government 457 plans.
Please call 855-756-4738 if you would like information on the other Empower IRA products that may be available to you.
Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.
IMPORTANT: The projections, or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The results may vary with each use and over time.
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