Retiring? Changing jobs?
Whether you’re retiring or moving into a different job, one of the most important decisions you face as you leave Case Western Reserve University is what to do with the savings you’ve accumulated.
You may want to explore your options at vanguard.com/retirementplans.
At vanguard.com, you can:
If you prefer, you can speak to a Vanguard Participant Services associate at 800-523-1188 Monday through Friday from 8:30 a.m. to 9 p.m., Eastern time.
There are important factors to consider when rolling over assets to an IRA or employer-sponsored plan or leaving assets in an employer retirement plan account. These factors include, but are not limited to, investment options in each type of account, fees and expenses, available services, potential withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and tax consequences of rolling over employer stock to an IRA.
Among your options when you retire or change jobs is to buy an income annuity with a portion of your savings through American General Immediate Variable Annuity. You can contact American General by phone at 800-522-5555 or online at americangeneral.com.
Keep in mind that, as with any investment, there is risk. Annuity guarantees are based on the claims-paying ability of the underlying insurance companies that issue the annuity.
Whenever you invest, there’s a chance you could lose the money.