Consolidating other investments into a GuideStone Funds RightChoice IRA™ is simple and relieves the burden of managing multiple accounts. You’ll enjoy several advantages:
- Allows you to invest more dollars toward retirement.
- Earnings accumulate tax-deferred.
- Qualified distributions are tax-free for Roth IRAs.
- Traditional IRAs may allow for tax-deductible contributions.
- A variety of Christian-based, socially screened investment options.
- One trusted provider with more than 90 years of financial stability.
- Spouses may be eligible for IRA contributions, even if they have no earned income.
What types of investments can I consolidate?
There are several types of rollovers for GuideStone’s Traditional and Roth IRAs:
- Roll over a 403(b) or 401(k) account to a GuideStone Traditional or Roth IRA*.
- Roll over a Traditional IRA to a GuideStone Traditional IRA.
- Roll over a Roth 403(b) or Roth 401(k) to a GuideStone Roth IRA.
- Roll over a Roth IRA to a GuideStone Roth IRA.
- Other investments may be eligible as well. Contact GuideStone for assistance.
Roll over now
Our dedicated team of experts is ready to answer your questions, take your information and complete the forms for you in order to make the process as simple as possible. Call us at 1-888-98-GUIDE (1-888-984-8433) between 7 a.m. and 6 p.m. CST Monday–Friday. You can also email us anytime or request a call back at your convenience.
Looking to consolidate into your GuideStone retirement account instead? Get started here.
*Taxes must be paid on tax-sheltered money being rolled into a Roth IRA.
| GuideStone Funds shares are distributed by BNY Mellon Distributors Inc., 760 Moore Rd., King of Prussia, PA 19406. |