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Mutual Fund Accounts for the Things That Matter

Rollovers: Moving Your 401k and Retirement Assets

When getting a new job or retiring you may want to move your accumulated retirement assets, including your 401ks, to a consolidated account. Consider moving your assets to an IRA with Thrivent Mutual Funds. There are several ways available depending on where the assets currently are held and how the request is completed.

Potentially have more control over assets with continued tax deferral

Increased flexibility on early withdrawals due to additional penalty-exempt distribution exceptions*

Diversify your assets with a variety of Thrivent mutual funds

*The IRS allows additional exceptions to the 10% early withdrawal penalty for IRA distributions. Examples include first time home purchase and qualified higher education expenses. See IRS Publication 590B for more details.

1Source: 2015 Investment Company Fact Book

While diversification can help reduce market risk, it does not eliminate it.  Diversification does not assure a profit or protect against loss in a declining market.