Californian - If you have changed jobs several times during the course of your career, you probably have an interesting collection of retirement savings accounts from your previous employers. In fact, according to the Department of Labor, Americans move to a new Read More
AOL - his Roth IRA […]

News-Democrat - The best way is to have the new trustee of the rollover transfer it directly. Otherwise, once an IRA owner receives a distribution he or she is on the clock to set up the new rollover account and deposit the money within 60 days. Failure means a tax Read More […]

Inherited IRAs need special handlingProvidence Journal (subscription), RI - Jul 27, 2007“A non-spouse beneficiary cannot do a rollover,” Slott said. So if you inherit an IRA from anyone who isn’t your spouse, you have to take special care. …
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More IRS leniency on late IRA rolloversNorth Lake Tahoe Bonanza, NV - Jul 27, 2007… must make sure that […]

San Diego Union-Tribune - During my annual review this month, I printed out my statements from the family’s Roth IRAs, SEP-IRA, rollover IRAs, 401(k) and taxable investment account. I then sat down with a legal pad (I’m low-tech) and figured out what changes might be needed Read More
The Ledger - He […]

Richmond.com
Dollars & SenseRichmond.com, VA - Jul 25, 2007So far we have had a little straight talk about the Traditional IRA and the Roth IRA. This week, however, we will discuss the Rollover IRA and the Stretch …
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More IRS leniency on late IRA rolloversNorth Lake Tahoe Bonanza, NV - Jul 27, 2007… must make sure that the dough […]

Motley Fool - It should also be noted that any amounts converted to a Roth IRA (which we’ll discuss in Part II ) in a “qualified rollover contribution” are not counted towards the $2,000 annual contribution limit. So, in the example above, even with everything John Read More
GovExec.com - […]

Boston Globe - Because Kelly has only about $3,000 in retirement savings, Brown suggested using a “target-date” mutual fund for all her accounts: her rollover IRA, her workplace Simple IRA, and a new Roth IRA that Brown is recommending. Target-date funds are a Read More
Minneapolis Star Tribune - Norm Coleman, the […]

Boston Globe - Because Kelly has only about $3,000 in retirement savings, Brown suggested using a “target-date” mutual fund for all her accounts: her rollover IRA, her workplace Simple IRA, and a new Roth IRA that Brown is recommending. Target-date funds are a Read More
Inside Higher Ed - Tucker’s holdings of […]

More IRS leniency on late IRA rolloversNorth Lake Tahoe Bonanza, NV - Jul 27, 2007… must make sure that the dough gets back into one IRA or another within 60 days from the date of the initial withdrawal. And the rollover period is …
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Saul Friedman: Notes of outrage, cautionNewsday, NY - Jul 27, 2007One prominent seller of […]

Saul Friedman: Notes of outrage, cautionNewsday, NY - Jul 27, 2007One prominent seller of retirement investments, he said, "suckered me into a five-year plan when they offered me 5.26 percent on my rollover IRA, …
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Inherited IRAs need special handlingProvidence Journal (subscription), RI - 16 hours ago“A non-spouse beneficiary cannot do a rollover,” Slott said. So if you […]