In short, all IRA accounts can be targets for some type of rollover – it just depends on the nature and rules of both the originating account and the target account. You may be facing the decision to perform an IRA rollover because you have a new job or because you’ve left a job and [...]
Setting up Your Rollover IRA Distribution
Posted by admin on April 3rd, 2010
In truth, the phrase “Rollover IRA Distribution” is a bit of a misnomer. A distribution is vastly different from a rollover and, in fact, this type of transaction really undercuts the whole process. However, there’s a way to set up a rollover from one IRA to another that preserves your retirement investments, but it must [...]
How to Setup a Rollover IRA Account
Posted by admin on March 31st, 2010
Rollover IRA accounts are incredibly useful when you have an old retirement account that you want to close, but want to maintain the tax deferred status of your investments. This way, a change in employment will not affect your long range retirement plans.
Can I Contribute to a Rollover IRA?
Posted by admin on March 16th, 2010
A rollover IRA is a great tool that’s designed to maximize your retirement investing options while offering the same tax advantages you’ll find with traditional employer-operated retirement accounts, such as the 401k or 403b. However, before you can start contributing to an IRA rollover account, you’ll need to understand what they are and how to [...]
Rollover IRA–Dos and Donts
Posted by admin on November 18th, 2009
Rollover IRA is a term assigned to an IRA account that has been increased by adding funds from an employer sponsored plan. The most common incidence occurs when you retire or change jobs and move the funds from the employer-sponsored plan, such as a 401k plan, to your own IRA.
