You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...
Broadcast Retirement Network's Jeffrey Snyder discusses making the IRA rollover process from a retirement plan more efficient ...
Unless, that is, you already have money in a deductible IRA — which you certainly will if you roll over your former employer’s 401 (k) into an IRA. In that case, your tax bill will be based on the ...
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