Bring Retirement in Focus
Consolidate Your Retirement Accounts Here
A great added benefit of your SIMPLE IRA is the ability to consolidate retirement savings from other places in your current account. Which types you can consolidate depends on how long you’ve had the account. Another option is to consolidate other retirement accounts into a Traditional or Rollover IRA here.
Two Ways to Consolidate
Six Reasons to Consolidate
Track progress
toward retirement easier
Manage risk
easier as your situation changes or during market ups and downs
See clearly
where your money is invested
Make better decisions
about adding or decreasing types of investments
Spot gaps
and avoid duplicate investments
Quality for fee discounts
price breaks or other asset-based benefits
Before You Move Your Money
Be sure to ask your current providers about potential consequences, including taxes, penalties, charges or specific fees for liquidating or transferring your assets.
Transfer
Transfer a SIMPLE or other IRA from another custodian to your SIMPLE IRA at American Century Investments.
Rollover
Roll over your money from a 401(k), 403(b) or other employer-sponsored plan to a Rollover IRA at American Century Investments.
This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. There are different options available for your retirement plan investments. You should consider all options before making a decision. Our representatives can help you evaluate all of your distribution options.