This way you keep all of your money and can invest it the way you like until retirement, unencumbered by the rules or limited investment options of company plans. DO Rollover your retirement assets in your current employer's plan directly to your own Rollover IRA or Rollover Annuity. BNY Investment Center can guide you every step of the way. Accept cash or a check in your name from your employer for your retirement assets. Your BNY Investment Center Consultant will help you contact your former employer and transfer funds directly to a Rollover IRA or Rollover Annuity.
Many financial firms offer only their own or just a few investment products.
A wide selection of mutual funds from America's leading fund families. Offering you the potential to earn the higher returns you'll need to achieve your financial goals. A broad variety of fixed and variable annuities from highly rated providers. When it comes to rollovers, annuities offer some special advantages, including the option of a guaranteed monthly income for life. Discount Brokerage A complete discount brokerage service offering self-directed investors lower commissions and greater convenience in trading the full spectrum of investments, including stocks, corporate and municipal bonds, American Depositary Receipts, U.S. treasury securities, zero coupon bonds, and options.