IRA Rollover

What is an IRA Rollover?

An “IRA Rollover” or “Rollover IRA” is a tax advantaged account designed to receive retirement funds rolled over from another retirement plan such as a 401k, 403b, 457, Keogh, Profit Sharing, Defined Benefit Plan, ESOP, Thrift Savings Plans etc. The IRA rollover allows funds to be transferred tax free and penalty free from other retirement plans and allows retirement funds already set aside to continue to grow tax deferred until retirement.

IRA Rollover Frequently Asked Questions

Visit our IRA Rollover FAQs section and find answers to your questions. Learn more about an IRA rollover. 

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Disclosures:

*  The information on this page is for informational purposes only and does not constitute, and should not be construed as, professional, legal or tax advice. To determine your individual tax situation and specific needs, please consult a professional tax advisor.

* Information contained in these sections merely highlight some benefits. There are risks involved with all investments that could include tax penalties and risk/loss of principal.