MUTUAL FUNDS

Rollovers and Transfers

The money from your previous employer's retirement plan may be one of your largest assets. Know your options to make an informed decision about what you can do with those funds.

Make the Most of Your Old Retirement Account

What is a Rollover?

There are a number of great reasons to consider a rollover from a former employer's retirement plan to a State Farm® IRA.

Transfers Made Easy

Simplify your savings by consolidating your IRA assets into one IRA with State Farm.

Account Options

Find out which IRA might be right for you.

Risk Disclosures

Investors should carefully consider investment objectives, risk, charge and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses which can be obtained by visiting statefarm.com. Read it carefully.

Investing involves risk, including potential for loss.

Prior to rolling over assets from an employer-sponsored retirement plan into an IRA, it’s important that customers understand their options and do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.

AP2018/06/0719

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value