IRA rollovers are on track to hit historic highs due to the increasing number of baby boomers who are preparing for retirement. In fact, annual IRA rollovers from employer-sponsored retirement plans (i.e. 401(k) and 403(b) plans) are expected to reach $450 billion by 2017.1

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FOR PRODUCER USE ONLY. NOT TO BE USED WITH THE OFFER OR SALE OF ANNUITIES.

1 Hanson, Joyce, IRA Rollovers to Hit Historic Highs as Boomers Near Retirement, ThinkAdvisor, February 12, 2013, http://www.thinkadvisor.com/2013/02/12/ira-rollovers-to-hit-historic-highs-as-boomers-nea

AN1419-LP

09/13