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Schwab Rollover IRA
Call us at 800-724-7526
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Get the freedom to manage your money exactly as you wish

If you’ve changed jobs or are retiring, rolling over your workplace retirement plan savings to a Schwab Rollover IRA keeps your retirement money growing tax-deferred so you can keep your savings on track.

Advantages of a Schwab Rollover IRA

  • You’ll enjoy the flexibility to invest and allocate your money however you’d like.
  • You may have greater access to advisory services and investment guidance.
  • You’ll avoid current income taxes and potential penalties that can be triggered if you take your savings out in cash.
  • There are no account service fees.1
  • After you open your Schwab Rollover IRA, you’ll receive a complimentary consultation with a Schwab Financial Consultant.

It's easy to get started

Call us today at 800-540-8113 and let one of our Financial Consultants2 help you with your retirement savings or . We will:

  • Walk you through your choices 
  • Answer your questions
  • Help you decide what’s best for you
  • Handle the paperwork

1. You must open an IRA account with a minimum of $1,000 or set up an automatic deposit program of $100 per month. Other fees may still apply with respect to your Schwab Rollover IRA, including mutual fund management fees and expenses, brokerage commissions and other fees as described in the Charles Schwab Pricing Guide for Individual Investors (“Pricing Guide”). This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, please consult a qualified tax advisor, CPA, financial planner or investment manager.

2. Charles Schwab & Co., Inc. Financial Consultants are compensated based on the quality of service they provide and their marketing and sales of products and services to Schwab account holders. Go to schwab.com for Financial Consultants' compensation information.