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Moving Your IRA?
P. M. C. Ira Resources
其他書名
What You Need to Know!
出版Independently Published, 2019-09-04
主題Self-Help / General
ISBN16909772219781690977223
URLhttp://books.google.com.hk/books?id=aPlAzQEACAAJ&hl=&source=gbs_api
註釋Like most Americans, you are saving for retirement with an IRA. However, you may want to move your IRA funds to a new sponsor. Perhaps you can get a better return on your money or maybe you can get a safer investment than what you currently have. Or maybe you have moved and you would like to move your IRA to an IRA sponsor closer to where you live. There are so many rules and regulations that it may seem overwhelming to try to keep track of what you can and cannot do. Where can you find the answers to your questions that you have about moving your IRA assets?How can you move your IRA money from your current IRA sponsor to another IRA sponsor? What tax rules should you be aware of before you choose how to move the funds? In this booklet, we examine the two ways that you may move your IRA funds: you may roll over your IRA funds or you may transfer your IRA funds. Although rollovers and transfers accomplish the same goal, the rules and procedures are very different. "Moving Your IRA? What You Need to Know!" has been written to answer the questions you have about moving your IRA assets.