Rollover IRA
Investing Your Rollover IRA
When you're facing a retirement plan distribution decision, consider the value of professional advice. Your advisor may help you avoid making costly mistakes with your retirement nest egg.
Rollover IRA
For many individuals, transferring retirement plan assets to a Rollover IRA is an excellent solution, allowing you to avoid current taxes and penalties. Establishing a Seligman Rollover IRA is easy – simply complete the forms below. (Your company's retirement plan administrator may require you to fill out additional forms.)
Please read the IRA Custodian's Privacy Notice.
Privacy Policy
A message from the custodian of your retirement account:
State Street Bank and Trust Company is pleased to be the custodian for your retirement account. We recognize the importance of safeguarding the nonpublic personal information of our retirement account customers. Our policies and practices are designed to achieve this goal.
We collect nonpublic personal information about our retirement account customers from the following sources:
- Information we receive from you on applications and other forms, such as name, address, age, Social Security number, and name of beneficiary; and
- Information about your transactions with us, our affiliates, and others, such as the purchase or sale of securities and account balances.
We do not disclose nonpublic personal information about our present or former retirement account customers to third parties, except as permitted by law.
We restrict access to nonpublic personal information about our retirement account customers to employees and service providers involved in administering and servicing retirement accounts. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard the nonpublic personal information of our retirement account customers.
Investing Your Rollover IRA
- If you are currently a participant in a Seligman Retirement Plan, you may instruct Seligman to maintain your current investment allocation among the Seligman Funds upon rollover.
- Ask your financial advisor about Seligman TargETFunds, featuring Seligman's unique asset allocation and risk management strategy.
