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401(k) Rollover

If you have a 401(k) with a previous employer, you may want to consider consolidating your retirement assets with a Gabelli Funds' IRA.

An IRA is similar to a 401(k) as it allows your retirement assets to continue to grow tax-deferred. In addition, you may be able to make additional annual contributions to help you reach your retirement goals.

The benefits of consolidating your retirement savings with a Gabelli Funds' IRA include:

• Full range of investment solutions from conservative fixed income funds to aggressive common stock funds
• Tax-deferred growth of retirement savings
• Convenience of one account
• Control and flexibility over investment options
• No IRA maintenance fees for accounts greater than $25,000
• May be eligible to convert your Rollover IRA to a Roth IRA in 2010 *

* Contact a Gabelli Funds representative at 800-GABELLI (422-3554) for details concerning this important tax rule change.

Rolling over your retirement savings from a 401(k) or other employer-sponsored retirement plan is easier than you think. A Gabelli Funds representative will work with you through the entire process:

IRA Rollover Checklist

• Complete the Gabelli Funds IRA Application (html version or pdf version) and mail to:
  
  Gabelli Funds
  IRA Rollover Department
  One Corporate Center
  Rye, NY 10580
• Contact your former employer to request their 401(k) distribution/rollover form.
• A Gabelli Funds representative will contact you with your account number and be available to answer your questions. Complete the distribution form and mail back to your former employer. You will need to provide your Gabelli Funds account number on the form.
• Gabelli Funds will notify you once your 401(k) rollover proceeds are received. If your plan sends the rollover check directly to you, please forward it to the address provided above.
• Our Investor Representatives are available to assist you and answer your questions by phone at 800-GABELLI (422-3554) or email us.