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Sovereign Bank
Cash Management: Disbursement & Reconcilement, Collections, Information ReportingCredit: Lines of Credit and Loans, Vehicle Lease and Finance, Equipment Leasing and Finance, Specialty Lending, Wholesale LendingInvestments: Sweeps, Wealth Management, Investment Sales and Trading, Sovereign Securities Corporation LLC, Employee Pension PlanInsurance: Transportation Insurance, Construction Insurance, Utilities Insurance, Environmental Risk Management, Sovereign Benefits ConsultingCapital Markets: Investment Sales & Trading, Foreign Exchange, Securitization, Interest Rate DerivativesInternational: Import Trade Services, Export Trade Services, Trade Finance, Foreign Exchange, Online Services, Resources
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IRA Rollovers
IRA Rollover Solutions for Corporations
This special Individual Retirement Account (IRA) allows retirees to shelter lump-sum distributions from taxation until age 70½. Any income earned also accumulates tax-free in the Rollover IRA until withdrawal.
You can make the most effective use of our professional experience by having us manage your assets for you, ensuring that the best research, analysis, and counsel are reflected in your retirement portfolio.

For investors who prefer to make all their own decisions, we will gladly provide efficient record keeping and execution of trades.
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Next Steps
Call 877.768.1145 to speak with a
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Center Representative
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How May We Help You?
Investment Custody Services
Reduce time spent managing and tracking your investments.
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Create a Personal Investment Plan
Meet your unique investment needs, from long-term growth to high-income potential.
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