One way to take control of your retirement savings is to roll over your plan from a former employer. People who elect to rollover assets from a 401k or 403b plan often experience lower administrative fees and considerably more investment choices that are better for their personal situation
Rollover IRA
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A Rollover is a Traditional IRA that only holds assets received as a rollover distribution from a retirement plan. The term ‘rollover’ simply helps people identify the assets as a rollover from a retirement plan.
Rollover IRAs are often used when an individual receives a lump sum distribution from an employer sponsored retirement plan (e.g. 401(k) or 403(b)) and wants to continue the tax-deferred growth of those retirement funds.
May 14, 2017
Retirement Planning
Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to …
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