Why the TRUSS IRA?
You can roll over funds from a former employer’s retirement plan—like a 401(k) into the TRUSS IRA to maintain your savings’ tax-advantaged status while gaining access to a broad range of investment options. Use Truss IRA to provide you with an investment product that offers a premium interest rate, helps preserve principal, maintains liquidity, and minimizes risk.
Benefits:
Combine multiple retirement accounts in one place. Money in an IRA can continue to grow over time.
• Preserve tax-advantaged growth with no taxes or penalties for a direct rollover.
• More investment options and lower fees than a 401 (k) or standard default IRA.
• No fund of investment minimums.
• Access your account 24/7 from anywhere.
Take Control of your retirement in three easy Steps
1. Set up your Truss IRA by clicking Enroll Now
2.Request a direct rollover from your 401(k) plan to your IRA.
3. Make the most of your Truss IRA and manage your IRA online (investments, contributions, withdrawals, and beneficiary selections).