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Important Notice

We recently learned Amundi Pioneer’s phone number has been used as part of a spoofing scam perpetrated by certain bad actors unassociated with our firm. In conducting this scam these individuals are requesting social security numbers and/or other sensitive personal information in connection with a sweepstakes entry or other promotion. Such phone calls are not from Amundi Pioneer. We would never communicate with our clients or others in this manner. If you receive such a call, you should hang up and not provide any personal information. Please feel free to contact us directly with any questions or concerns. To learn more about similar scams and what you can do to prevent telemarketing fraud, please visit https://www.fcc.gov/consumers/guides/spoofing-and-caller-id »

individual-retirement-plans
    • Roth IRA

      With the Roth IRA, although contributions are not deductible, future withdrawals may be entirely tax-free.
    • Traditional IRA

      Tax-deductible contributions to Traditional IRAs are now more accessible to people earning higher incomes.
    • 403(b)

      This tax-sheltered account is available only to employees of public schools, nonprofit hospitals and other specific tax-exempt organizations.
Important Information About IRA-to-IRA Rollovers

Changes for IRA-to-IRA Rollovers (including Traditional, SEP, SIMPLE and Roth), were effective January 1, 2015, only one IRA distribution may be rolled over in an IRA-to-IRA rollover transaction within any 12-month period - regardless of the number and types of IRAs (i.e. Traditional, SEP, SIMPLE and Roth) that an IRA account owner holds. 

Note: These types of rollovers must still be completed with 60-days of receipt. Additionally, these changes do not apply to rollovers to (or from) qualified plans; trustee-to-trustee transfers between IRAs; or conversions to Roth IRAs.