Tag Archives: Direct Rollover

Setting up Your Rollover IRA Distribution

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 be separate from a distribution in order to maintain the tax deferred status of your savings. Continue reading