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Choose investments for your rollover IRA

Think about your investing style and how active you want to be in choosing your investments.

"I'd like some professional investment advice."

Call us at 800-523-9442 and find out how you can get specific mutual fund recommendations—along with an analysis of your retirement savings strategy—from one of our professional financial planners.

"I want to invest in Vanguard mutual funds & ETFs."

Get a complete portfolio in a single, all-in-one fund

Based on your current age or years to retirement, we'll suggest a broadly diversified Vanguard Target Retirement Fund with a professionally managed investment mix.

Once you've made your selection, each fund automatically rebalances itself and gradually reduces its stock exposure, adding more bonds to become more conservative as you near your retirement date.

Get a recommendation online

Answer a few questions about your investing style and situation, and we'll recommend an asset allocation that we think may be suitable for you.

Handpick your own investments

You'll never pay a commission* to buy and sell Vanguard mutual funds or ETFs through your Vanguard Brokerage Account.

"I'd also like more investment options."

Enjoy competitive trading commissions on a wide array of non-Vanguard investment products, including:

Related brokerage question

Can I keep the same funds I have in my retirement plan?

Start your rollover online

We're here to help

Talk to an experienced rollover specialist.

Call 800-523-9442

Monday through Friday
8 a.m. to 8 p.m., Eastern time

Move money into or out of your existing 401(k) at Vanguard.

Call 800-523-1188

Monday through Friday
8:30 a.m. to 9 p.m., Eastern time

FAQs

GET AN OUTSIDE OPINION

RELATED OPTIONS

WANT TO CHOOSE INVESTMENTS LATER?

Talk to a rollover specialist about opening your IRA with a fund you can keep your money in temporarily.

REFERENCE CONTENT

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Asset allocation

The way an investment portfolio is divided among the broader asset classes of stocks, bonds, and short-term reserves. Also known as "investment mix" or "asset mix."

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Can I keep the same funds I have in my retirement plan?

Yes. Call us at 800-523-9442 and one of our rollover specialists can help you reinvest in the funds you already have.