Rollover Chart: Moving Assets Across Retirement Accounts
Jun 16, 2008
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Moving funds from one type of retirement plan to another has become increasingly complex and hazardous to your clients' wealth. Botching these transactions can cost a bundle in unnecessary taxes and lost opportunities. Our Rollover Chart helps clarify how and when to move funds across accounts.