Class A

  • AMWYX
  • NAV: $6.86
  • Change: $-0.06
  • as of 07/28/2010
 

Class I

  • AMWIX
  • NAV: $6.90
  • Change: $-0.06
  • as of 07/28/2010
 

Class C

  • AMWCX
  • NAV: $6.85
  • Change: $-0.06
  • as of 07/28/2010
 

Contact Us

 

Rollover IRA

If you are changing jobs or retiring and soon to receive lump sum distribution from your employer sponsored retirement plan you may want to consider an Activa Rollover IRA. A rollover IRA helps you to preserve the tax-deferred status of your distribution.

In order to maintain eliminate any possible tax penalties you may want to consider a Direct Rollover of your distribution. In some circumstances if you take the money directly, your employer may withhold 20% of your distribution. Withdrawal requirements for Rollover IRAs are the same as those for a Traditional IRA.

Please contact us at 1(800) 346-2670 for more information and to obtain a Rollover IRA application.