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| Traditional IRA/ROTH
| Pension Profit Sharing
|
| SEP Simple IRA | 401(k)
| Non-Qualified Retirement
Strategies |
| IRA Rollover Strategies
| Free Financial Newsletters
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IRA Rollover 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. Simply fill out the form to your left and we will
contact you within one business day.
| Traditional IRA/ROTH
| Pension Profit Sharing
|
| SEP Simple IRA | 401(k)
| Non-Qualified Retirement
Strategies |
| IRA Rollover Strategies
| Free Financial Newsletters
|
|
