ROLLOVER & RETIREMENT
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Are You Already Retired?
Are you saving for retirement?
Employer-sponsored plans are truly a great benefit
You can bring your old retirement accounts with you.
Learn to save the right amount for your retirement.
Risk tolerance, time horizon and investment strategy are all key components.
Saving is good!
Avoid the temptation to cash out your retirement plan.
Even if you leave, your account may be able to stay.
You can bring your old retirement accounts with you.
Just because you can take money, doesn't mean you should.
Time to get your investment house in order.
Saving is good!
Learn to save the right amount for your retirement.
Have you covered all your bases?
Are you on target, off by a mile, or somewhere in between?
You can bring your old retirement accounts with you.
Risk tolerance, time horizon and investment strategy are all key components.
Saving is good!
Retirement age varies with the circumstances.
Learn to save the right amount for your retirement.
Just because you can take money, doesn't mean you should.
Risk tolerance, time horizon and investment strategy are all key components.
Its important to determine how you will begin to receive income during your retirement.
Just because you can take money, doesn't mean you should.
You may no longer work at your job, but you do need to work at managing your investments.
Ready to write your own paycheck?
Juggling too many accounts?
Health costs can take a big chunk of your retirement savings.
Share the wealth with your family…not uncle sam.
Transfer Assets

Why Plan | Documents | Strategies

“Share the wealth with your family…not Uncle Sam.”


Everything you own and all you’ve saved are considered part of your estate – your house, your car, your employer-sponsored plan funds, cash in the bank, and even that vast collection of vintage hubcaps. When you die, your estate transfers. Your heirs may need to pay estate, income, and/or capital gains taxes on your property. So, here’s the big question: Who do you want to get it? Your family, or Uncle Sam? (At least not more than his share.) With a little planning now, you can help assure the largest percentage of your hard-won assets pass with as little tax to your intended heirs. Here’s the scoop:



“Spouses get a free pass. It’s the next generation that takes the estate-tax hit.”

Everything in your estate can pass estate-tax-free to your spouse, and vice versa. But, when the second spouse dies, estate tax is due. Want to take a look at estate tax rates?

© 2008 ING North America Insurance Corporation. All rights reserved.
Advisory services provided through ING Financial Advisers, LLC (member SIPC).
This information is not intended to be tax or legal advice. ING does not offer tax or legal advice. Consult your own legal or tax advisor regarding your specific situation.
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