Roll over an IRA
Rolling over retirement savings plans to an IRA can help simplify investments and give you greater control. Learn more about the
options available before getting started.
How to open a Rollover IRA
- If you don't already have an existing IRA with Natixis, determine whether you’ll need a
Traditional or Roth IRA
to preserve the tax benefits of your retirement savings. You may want to consult your tax advisor about which type of IRA is best for you.1
- Complete the
IRA application paperwork
which includes both the setup of your new Natixis account and instructions for which funds you wish to purchase as part of the rollover.
- Mail the application paperwork to us
at the appropriate address.