Types of Rollovers
There are two possible ways that retirement funds can be rolled over: the 60-day rollover and the trustee-to-trustee transfer.
You may have a very idealistic vision of retirement—doing all of the things that you never seem to have time to do now. But how do you pursue that vision?
What Is A Rollover IRA, And Do I Need One?
Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."
Rollover Factors to Consider
There are many factors to consider when deciding whether to roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan1, and where your rollover dollars should go if you decide to make a rollover.
Rollover Education Center
A rollover is a tax-free transfer of assets from a retirement plan to either a traditional IRA or another employer's retirement plan.
Traditional and Roth Individual Retirement Accounts were established to provide the public with a tax advantage account to save for retirement purposes.
A mutual fund pools the money of many investors to purchase securities.
An annuity is a contract between you (the purchaser or owner) and an insurance company.
Long-Term Care Insurance
Long-term care insurance is designed to pay for the cost of your care in a variety of settings.
Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death.
A stock represents a share of ownership in a business.
Bonds are written obligations much like insurance policies that guarantee certain obligations will be performed or fulfilled.
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