If you are nearing retirement, we can help you.
THINGS FOR YOU TO CONSIDER:
Please review the list of considerations and locate the corresponding service forms towards the bottom of the page. Forms are grouped by those applicable to IRAs, and those applicable to regular investment accounts.
OPEN A NEW ACCOUNT
The Dodge & Cox Funds have a variety of account options for investors who are moving into retirement.
UPDATE ACCOUNT OWNERSHIP AND BENEFICIARY DESIGNATIONS
For your IRA, review your current beneficiary designations to ensure they reflect your wishes. For taxable investment accounts, review your account registration and consider if a change is needed, or review if you would like to add account beneficiaries through a
Transfer on Death" designation.
ROLL OVER YOUR ASSETS INTO AN IRA
Dodge & Cox Funds offer rollover IRAs and Roth IRAs if you would like to consolidate retirement assets from your previous employer-sponsored retirement plans.
START A SYSTEMATIC WITHDRAWAL PLAN (SWP)
Setting up automatic withdrawals will redeem shares from your Dodge & Cox Funds accounts on a preset schedule so that you can receive proceeds through recurring bank transfers.
ESTABLISH A PLAN FOR REQUIRED MINIMUM DISTRIBUTIONS
Once you turn 70 ½, you will need to begin taking required minimum distributions (RMDs) from your retirement accounts. We can assist you with establishing RMDs for your Dodge & Cox Funds IRAs, or help you invest a distributed amount into a taxable Fund account.
If you have any additional questions, please call
a Dodge & Cox Funds Client Services Representative at 800-621-3979.
If you require specific information concerning your individual financial situation, please consult with a financial planner or tax advisor. Dodge & Cox Funds do not offer financial planning or tax advice.
|