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IRA Roll-Over Strategies

May be suitable for:

  • Individuals who are about to receive a 401(k) or other qualified plan distribution, and who want to defer taxes on the distribution
  • Retirement plan distributions received by a surviving spouse may also be rolled over

The benefits:

  • Any earnings accumulate tax deferred
  • A direct rollover from a 401(k) or other qualified plan, enables the participant to avoid the 20% federal withholding.

If the distribution is received by the participant (or surviving beneficiary), it must be rolled over within 60 days of receipt. Allow us to review your situation and make the best recommendation for you.

For more information, please call us at 1.800.508.1144.

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