IRA Rollover Strategies

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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.

MillerWade Group
Serving Utah, Salt Lake and Cache Valleys
801.377.1990
800.508.1144
Salt Lake City: 801.290.4753
St. George: 435.634.7333

Supervising Office:
Lincoln Financial Advisors
5373 S Green St., Suite 600
Salt Lake City, Utah 84123-4687
800.846.0115

Disclosure: Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer and registered investment advisor.
Advisory services offered through Lincoln Financial Advisors Corporation, a registered investment advisor
Insurance offered through Lincoln affiliates and other fine companies.

CRN0208-6143