800-247-8000, ext.2508
Your retirement options I’m retiring

I’m retiring

Congratulations on your retirement!

You generally have these options for your retirement savings.
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Roll your money into an Individual Retirement Account (IRA).
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Keep your money where it is—if your former employer’s plan allows.
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Cash out your account—but be aware of taxes and possible penalties.

Need more information on your options?

Call 800-247-8000, ext. 2508 to discuss next steps with a financial professional. Or

We can help you make progress.

Every day, Principal provides real-life solutions to help people reach their financial goals. We offer personal help tailored to your life stage and needs, as well as financial wellness resources and education on topics that matter to you.

Why Principal

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Clarity

Let’s cut through the clutter. We’ll explain your options and together navigate what may be best for you.
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Confidence

Informed and supported, you can feel confident you’re making the right choices for your financial future, at this point in time.
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Consistency

We don’t chase fads, and we’ve been helping clients like you for over 80 years.

Footnotes

Providing retirement plan services since 1941.

Investing involves risk, including possible loss of principal.

Investment and Insurance products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, Principal Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested


This document is intended to be educational in nature and is not intended to be taken as a recommendation.

You should consider the differences in investment options and risks, fees and expenses, tax implications, services and penalty-free withdrawals for your various options. The retirement plan’s investment options may have investment expenses lower than similar options offered outside of the plan. There may be other factors to consider due to your specific needs and situation. You may wish to consult your tax advisor and legal counsel.

Our one-on-one conversation includes education or, if requested, point-in-time advice service regarding your retirement plan account. For additional assistance, consult with appropriate individuals including counsel, financial professionals or other advisors on all matters pertaining to business, legal, tax, investment or accounting obligations and requirements.

Principal Advised Services is a federally-registered investment adviser. Registration does not imply a certain level of training or skill. Principal Advised Services does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved. Please refer to the Form ADV and Form CRS for Principal Advised Services, LLC. Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.