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assetTransfer
The Janus Advantage
 

An Asset Transfer is the movement of money from a retirement account at another financial institution directly to a similar account. For example, you can transfer your Traditional IRA from another company directly to a Traditional IRA at Janus. You can also transfer an Education Savings Account, Roth IRA or SEP-IRA.


Advantages of transferring your existing retirement account

Simplicity - consolidate accounts from various companies into a single account.

Protect tax features - no taxes or penalties if you never take possession of the assets.

No red tape - this transaction is generally not reported to the IRS.

Convenient - Janus does the work. We'll contact the other financial institution and arrange the transaction.


Transfer your assets online with Janus simply and easily

  1. Have on-hand your most recent account statement for the investment(s) you're moving to Janus. You will also need the address of the institution where your assets reside.
  2. Once you've completed the online process, you can track the status of your asset transfer at any time by going to Your Account. Of course, you'll receive confirmation from us when your assets arrive at Janus.

Contact our specialists

Our retirement specialists will answer your questions and assist you through the entire process.

Call 800.224.4132

Mon to Fri, 9 am to 6 pm Eastern Time

If you have Janus funds at another institution and you would like to transfer them to like funds at Janus, you can make a transfer in kind.

 

Look inside. The Janus Way

Tomoko Kotaka

Research Associate

 

Committed to

Finding the Needle

in the Haystack

 

 

Watch Video

 


Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus , or if available, a summary prospectus containing this and other information. Read it carefully before you invest or send money.

Janus funds are offered only to US Citizens (or US Resident Aliens) residing in the United States or a US Territory, and the information on this Web site is intended only for such persons. Nothing on this Web site should be considered a solicitation to buy or an offer to sell shares of any Janus fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

If you're a non-US citizen or resident, please see the non-U.S. funds section of our site.

Tax information contained herein is not intended or written to be used, and it cannot be used by taxpayers for the purposes of avoiding penalties that may be imposed on taxpayers. Such tax information and any estate planning information is general in nature, is provided for informational and educational purposes only, and should not be construed as legal or tax advice.

A IRA should be considered a long-term investment. IRAs generally have expenses and account fees, which may impact the value of the account. Non-qualified withdrawals may be subject to taxes and penalties. Maximum contributions are subject to eligibility requirements. Depending on your eligibility, you may not be able to contribute the maximum amount. For more detailed information about taxes, consult IRS Publication 590 or your tax adviser regarding your personal circumstance.

Janus Distributors LLC