Invesco Aim | Rollover IRA

Session Expiration Warning

	Mutual Funds
	Exchange Traded Funds (ETFs)
	Retirement Center
	Toolbox
	Small Business Plans
	Individual Retirement Plans
	Traditional IRA
	Roth IRA
	Rollover IRA
	College Savings Plans
	Annuities
	Separately Managed Accounts
	Cash Management
	Offshore
	Tools

Printer friendly

Printer friendly

Email to friend

Email to a friend

Related Links

Rollover IRA FAQs

Rollover IRA

Plan description
Key features
Who can establish
Annual fees

Plan description

An individual retirement plan for retirement assets rolled over from other eligible retirement plans.

Direct Rollovers: An eligible rollover distribution from an eligible plan that is made payable to the custodian of the accepting Rollover IRA.
Indirect Rollovers: An eligible rollover distribution from an eligible plan that is made payable to you and is reinvested in a Rollover IRA within 60 days of receipt. Distributions from one IRA that are reinvested within 60 days to another IRA can only be made once in any one-year period. This rule applies separately to each IRA you own.

Who can establish

Anyone who receives an eligible rollover distribution.

$10 per account¹ (includes 1099R and 5498).

¹$10 per account is drafted automatically unless otherwise instructed.

This information does not constitute tax advice. Please consult your tax advisor about your particular situation.

Invesco Aim^SM is a service mark of Invesco Aim Management Group, Inc. Invesco Aim Advisors, Inc., Invesco Aim Capital Management, Inc., Invesco Aim Private Asset Management, Inc. and Invesco PowerShares Capital Management LLC are the investment advisors for the products and services represented by Invesco Aim; they each provide investment advisory services to individual and institutional clients and do not sell securities. Please refer to each fund’s prospectus for information on the fund’s subadvisors. Invesco Aim Distributors, Inc. is the U.S. distributor for the retail mutual funds, exchange-traded funds and institutional money market funds and the subdistributor for the STIC Global Funds represented by Invesco Aim. All entities are indirect, wholly owned subsidiaries of Invesco Ltd.

Consider the investment objectives, risks, and charges and expenses carefully before investing. For this and other information about AIM funds, please obtain a prospectus from your financial advisor and read it carefully before investing.

NOT FDIC INSURED

MAY LOSE VALUE

NO BANK GUARANTEE

Invesco Aim Management Group, Inc. data unless otherwise noted.

Invesco Aim Distributors, Inc. 08/2009

© 2009 Invesco Aim Management Group, Inc. All rights reserved.