Changing Jobs or Retiring?

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.)

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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 Asset Allocation Series, featuring Seligman's unique asset allocation and risk management strategy.