An individual retirement account rollover trust allows you to maximize the benefits of a lump sum payout from a qualified retirement plan or IRA. A rollover trust provides professional asset management and allows retirement funds to continue to grow tax-deferred within the trust.

Access to investment expertise
As trustee of your IRA rollover trust, Northwestern Mutual Wealth Management Company manages the pre-tax proceeds from your lump-sum distribution. A Northwestern Mutual Wealth Management Company Investment Management and Trust Specialist works with you to clearly define your investment goals and objectives and provides you with access to the most appropriate investment approaches and managers to meet your needs.

Maintain control
Northwestern Mutual Wealth Management Company will actively manage your IRA rollover trust for you, yet you still retain full control of your retirement funds. An IRA rollover trust is revocable, and as long as you are not incapacitated, you can change or terminate the trust at anytime.

Keep retirement funds working
An IRA rollover trust helps you take advantage of the special tax status designated for retirement funds, while accessing professional management and the estate planning expertise of Northwestern Mutual Wealth Management Company.