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do to that. I want to put the money into an account that I can access, I am 62 years old. Does TD bank have an account like that? I have a company funded retirement plan that I want to roll over into something where I have control over it. I left the company as of 9/1 and want to put the money into an account that I can access. Otherwise the money goes into an annuity and I do not want that. Does TD Bank offer a plan where I can open an account and roll the money over without being taxed? I have not yet completed the forms and sent them in.
Debra, Portland, ME
September 21, 2017 03:23:21 PM
In reply to Debra, Portland, ME
Welcome to TD Helps, Debra.
This is a great question, and we'll be more than happy to help.
Here at TD Bank, we currently offer a couple different Individual Retirement Accounts, or IRA's, which we believe may suit your needs when looking to roll over your retirement funds from your previous plan. If you'd like, you're welcome to take a look at this link: https://go.td.com/2s5EdwA which will take you directly to a listing of all our IRA accounts.
If you'd like, you may also call and speak with an IRA Specialist directly. They can be reached by dialing 1-800-231-8193, and we'd like to recommend option 4, as you are looking for more information on a roll over.
Should you decide that you'd be interested in apply for an IRA, we invite you to visit a TD Store location, during lobby hours, to speak with a Customer Service Representative. They'll be happy to answer any questions or concerns you may have. To take a look at Store locations and their hours, please visit http://go.td.com/1f9DSJR.
We'd also like to take a moment to invite you to connect with our affiliate, TD Ameritrade. TD Ameritrade specializes in trading tools and retirement resources, and we invite you to check out the link here: http://bit.ly/2w9gxGV to learn more. You're also welcome to connect with a TD Ameritrade Specialist by calling 800-454-9272. Our Customer Service Representatives at our Store locations will also be happy to provide you with more information on TD Ameritrade, should you wish to learn more.
We sincerely hope this helps, Debra, and please enjoy the rest of your day.
Brittany M, Mount Laurel
September 21, 2017 03:23:43 PM
In reply to Brittany, Mount Laurel
THANK YOU!!! This does help.... I will go to the bank next week
September 21, 2017 03:36:05 PM
In reply to Debra, POrtland
Welcome back, Debra!
It's great to hear we could help!
If you need any assistance in the future, we're always here for you. As you mentioned that you plan on visiting a TD Store location, feel free to reach out to them directly, as they may be able to make an appointment for your visit with a knowledgeable Customer Service Representative. For your convenience, you can find your nearest TD Store here: http://go.td.com/1f9DSJR.
Have an amazing day, Debra!
Brittany M, Mount Laurel
September 21, 2017 03:36:30 PM