MoA Managed IRA

Consider the potential benefits of professional investment management with the MoA Managed IRA

Mutual of America, a trusted provider of retirement products for 80 years, can help you navigate your retirement future. The MoA Managed IRA can provide access to a portfolio managed on a discretionary basis by a professional investment advisor, who will be able to make investment decisions on your behalf.

Why Choose a Managed IRA from Mutual of America?

Flexible Funding Options

Choose from a menu of MoA FundsTM and third-party mutual funds, as well as the Mutual of America Interest Accumulation Account (IAA), to help match your goals and risk tolerance.

Dedicated Customer Support

Your dedicated Mutual of America Participant Account Specialist provides:

  • Step-by-step assistance throughout the setup process
  • Support with consolidating other retirement accounts, if you decide to do so

Convenience

Consolidate other IRAs into a single account for convenient management. You may find it easier to manage your long-term retirement savings in one place.

Reasons to keep your retirement savings with Mutual of America

  • Easy account setup and onboarding
  • Enhanced online access and support
  • Maintain your relationship with your Participant Account Specialist

Connect with Us

Ready to learn more?

Speak directly with a Mutual of America Participant Account Specialist to ask questions and discuss your options.

Find a Specialist

Need help with your existing MoA Self-Select IRA account?

We're happy to assist, Monday–Friday 9:00 a.m. to 9:00 p.m. ET.

855.425.3991

* Your portfolio will be managed by Morningstar Investment Management LLC.

The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Retirement offers research- and technology-driven products and services to individuals, workplace retirement plans and other industry players. Associated advisory services are provided by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc.

Morningstar® Retirement Manager℠ is intended for citizens or legal residents of the United States. Investment advice generated by Morningstar Retirement Manager is based on information provided and limited to the investment options available in the defined contribution plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. Results may vary with each use and over time.

All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved. Morningstar Investment Management LLC is not affiliated with Mutual of America.

Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client.

This has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement and is not tailored to the investment needs of any particular investor. You should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for your particular circumstances.

Be sure to consider all your available options and the applicable costs and services of each one before moving your retirement assets. Factors to consider in this decision include, but are not limited to, account fees and expenses, range of investment options, service levels (including access to professional investment management), withdrawal penalties and required minimum distributions. Consult a tax or legal advisor, as tax consequences vary depending on state law and your individual situation.

Mutual of America Life Insurance Company and its subsidiaries receive fees assessed directly to MoA Managed IRA clients as well as fees charged by proprietary products included in client portfolios. Morningstar is not affiliated with Mutual of America Life Insurance Company or any of its subsidiaries.

Past performance is no guarantee of future results, and investing involves risk and possible loss of principal capital. Please review the important disclosures that will be provided if you decide to set up a MoA Managed IRA.

   

   

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