Viewing articles tagged 'rollover'

 Direct transfers of IRA money are not limited

This change won't affect your ability to transfer funds from one IRA trustee directly to another,...

 How do I complete a rollover?

Direct rollover – If you’re getting a distribution from a retirement plan, you can ask your...

 How much can I roll over if taxes were withheld from my distribution?

If you have not elected a direct rollover, in the case of a distribution from a retirement plan,...

 Is my retirement plan required to accept rollover contributions?

Your retirement plan is not required to accept rollover contributions. Check with your new plan...

 Rollovers of Retirement Plan and IRA Distributions

Most pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” by...

 Which retirement accounts can accept rollovers?

You can roll your money into almost any type of retirement plan or IRA. See the Rollover Chart...