The best, most desirable option for transferring funds to your rollover IRA account is to request a transaction called a direct rollover. In this type of transaction, you begin with your rollover IRA account managers or trustees. Tell them you want a direct rollover of your IRA funds, using the exact phrase “direct rollover”. (more…)
Posts Tagged ‘Rollover IRA Account’
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. (more…)
