Rollover IRA Account – How it Works

A rollover IRA account isn’t technically a designation recognized by the IRS.  It is, however, a very useful designation for you to use in your financial planning.  It’s also a great way to describe exactly what happens when you rollover money from one account to another.
Another way to classify rollover IRA accounts is to call [...]

Rollover IRA Contribution Limits

Understanding Rollover IRAs and IRA contribution limits

Rollover IRA – Understanding the Advantages

rollover IRA advantages

Qualified Plan for IRA Rollover Distribution

IRAs have another function. If you are entitled to a lump-sum distribution when you leave an employer with a qualified rollover plan, you can simply rollover it to an existing or new IRA. Don’t worry about co-mingling rollover IRAs and the traditional IRA. That restriction went away some years ago. But, you can’t co-mingle a [...]

What Types of Accounts Can Be Transferred to Your Rollover IRA?

When it comes to IRAs, the many names that exist for all of the different types of accounts can get confusing. If you’ve recently established a rollover IRA, you may be confused as to which types of accounts can be transferred into that rollover IRA. The following are some guidelines that will help you understand [...]