LET’S TALK ABOUT GIVING YOUR RETIREMENT ACCOUNT
Let’s face it, the market has changed and your old 401(k)s could probably use a
little help. That’s where we come in. Make a qualifying rollover or transfer into a new
or existing Schwab IRA and we’ll give your account a bonus of up to $2,500. Plus,
we’ll help you reinvest your money in a way that makes sense today by giving you
specific recommendations based on a full range of investment options, not just on
our products. And our Rollover Consultants will handle practically all of the rollover
details to help you make sure it’s done right.
MAKE A QUALIF YING ROLLOVER OR TRANSFER IN TO A
NE W OR EXIS TING SCH WAB IRA AND RECEIVE UP TO $2,500.
QUALIF YING ROLLOVER:
Roll over your old 401(k) today. Call 1-888-485-2436.
Visit schwab.com/irapromotion. Or drop by a branch.
This offer is made available at Schwab’s discretion and is valid from December 1, 2011, to April 17, 2012 for individuals who rollover funds into a new or existing retail IRA account with a
qualifying net deposit of $50,000 or more. This offer is valid only for Charles Schwab & Co., Inc. (“Schwab”) retail IRA accounts and does not apply to IRA accounts held with or managed
by independent investment advisors, ERISA-covered retirement plans, or certain tax-qualified retirement plans and accounts. The IRA Rollover Promotion Award (“bonus” or “bonus award”)
will be paid directly to the account for which the bonus award was determined, and will not be applied to any other account. The bonus award will be based on net deposits into the account
as calculated as of April 17, 2012, which means assets transferred into the account on or after enrollment in the offer minus assets withdrawn or transferred out of the account on or
after the enrollment date and on or before April 17, 2012. The bonus award will be credited to your account within 45 days of April 17, 2012. You should consult with your own tax or legal
advisor about the appropriate tax treatment for this bonus award and any tax implications associated with receipt of the bonus award in your account. Any taxes related to the bonus award
are your responsibility. Only outside assets new to Schwab’s retail division qualify for purposes of this bonus award. Transfers between Schwab IRA accounts, for example, do not qualify.
Transfers from IRA accounts held at Schwab affiliates are also excluded. This offer is limited to one bonus award per account. The total amount received from this offer, when combined
with amounts received from any other Schwab offers in the last twelve months, may not exceed $5,000 per household. Please see the Charles Schwab Pricing Guide for Individual Investors
on Schwab.com for information about householding guidelines. This offer is not transferable, salable, or valid in conjunction with certain other Schwab offers. This offer is available to legal
U.S. residents only. If you work at Schwab or a Schwab affiliate, FINRA, or any U.S. stock, option, or commodity exchange, you are not eligible. Schwab may modify or end this offer at any
time without notice. Other restrictions may apply. ©2011 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0312-0040) ADP64912