IRA information

Considering rolling over your 401(k)? First, know your options.

IRAs and 401(k)s are important elements of a successful retirement and long-term financial plan. As an individual considering a rollover from your employer's 401(k) or other retirement plan to a UBS IRA, it's important that you understand all of your options as well as the costs associated with a UBS IRA. The following UBS documents can help inform your decisions:

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UBS IRA documents – Disclosure Statement and Custodial Agreements for UBS Traditional, Roth and SIMPLE IRAs are available in the UBS Agreements and Disclosures document:

Agreements and Disclosurespdf

Unrelated Business Taxable Income (UBTI) in IRAs

Frequently Asked Questionspdf, 192 KB

For more insight into how you can have more confidence pursuing your retirement and long-term goals through comprehensive planning, connect with your UBS Financial Advisor or find a UBS Financial Advisor.

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Expiration: 12/31/2023 Approval date: 12/21/2022 Review Code: IS2207314