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Call now. We’ll outline your retirement account options.



Your old retirement plan

Tara, now that you no longer work at your former employer, and cannot contribute
to your retirement account there, do you feel sure your money’s in the right
place today?

You have options. And you may have questions:
 * Which options let me continue to save? 
 * Is there a downside to leaving my money where it is?
 * Why do people choose to move their funds to an IRA? 

Each option you have—including leaving your money alone—comes with advantages
and disadvantages.

Call us at 800-247-8000, ext. 2046 
for help reviewing them.

Feel sure you’re making the best decision for you.

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© 2024 Principal Financial Services, Inc.
711 High Street, Des Moines, Iowa 50392

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• Not insured by the Federal Deposit Insurance Corporation (FDIC) or any federal
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• Not a deposit, obligation of, or guaranteed by any Bank or Banking affiliate.
• May lose value, including possible loss of the principal amount invested.

The document is intended to be educational in nature and is not intended to be
taken as a recommendation.

Financial professionals are sales representatives for the members of Principal
Financial Group®. They do not represent, offer or compare products and services
of other financial services organizations.

You should consider the differences in investment options and risks, fees and
expenses, tax implications, services and penalty-free withdrawals for your
various options. There may be other factors to consider due to your specific
needs and situation. You may wish to consult your tax advisor or legal counsel.

Insurance products and plan administrative services provided through Principal
Life Insurance Company®. Securities offered through Principal Securities, Inc.,
member SIPC and/or independent broker/dealers. Referenced companies are members
of the Principal Financial Group®, Des Moines, IA 50392. 

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DTC77F | 12/2021 | 1945077-122021 | SFMC 26390