News4Jax.com - The IRS looks at this as a nontaxable rollover. Just make sure that the funds are back in an IRA within the 60 days, otherwise it will be treated as a withdrawal that is subject to taxes and penalties. Also, if you follow this strategy, you can only Read More […]

Health Briefs: Tri-City Hospital Foundation hosts seminarsNorth County Times, CA - 19 hours agoThe schedule: Oct. 9: Recognition and Emergency Treatment of the Heart Attack Patient/IRA Rollovers to Charities: Good Only Through Dec. …

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Sit, Stand, Roll Over: Managing Your 401(k)TheStreet.com - Sep 26, 2007Or, you can transfer it into what's called a rollover IRA. So […]

Colgate University - If you die before you have used most of the value in your IRA, 401(k), Keogh, SEP or other qualified retirement plan, you can rollover the balance to your spouse without incurring any estate tax. When your spouse dies however, the balance remaining Read More
Insurance News Net - […]

Get a Clue about IRAsThe Star-Ledger - NJ.com, NJ - Sep 27, 2007Today, there are more IRA choices than in years past: a Roth IRA, a deductible IRA, a non-deductible IRA, and even rollover IRAs. …

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Ask the Biz BrainThe Star-Ledger - NJ.com, NJ - Sep 24, 2007It's a two-step process, since you're not allowed to roll over […]

Ask the biz brainThe Star-Ledger - NJ.com, NJ - Sep 26, 2007Could you explain how to calculate NJ taxes on required distributions from a Rollover IRA? — Confused taxpayer The brain's mind is reeling, so we turned to …

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Retiree clients on the rise, says studyInvestmentNews, NY - Sep 26, 2007By Lisa Shidler Many advisers anticipate that […]

Retiree clients on the rise, says studyInvestmentNews, NY - Sep 26, 2007By Lisa Shidler Many advisers anticipate that at least 25% of their clients and assets will come from IRA rollover activity in the next year, according to …

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Ask the Biz BrainThe Star-Ledger - NJ.com, NJ - Sep 24, 2007It's a two-step process, since you're not […]

dBusinessNews.com - Prior to joining Prudential Retirement, Marcks spent four years at ING Financial Services where she built and managed ING’s IRA rollover and payout-annuity business. In her 13 years at Aetna, Inc., Marcks held a range of leadership positions in the Read More
Fort Worth Business Press - With a direct […]

Fort Worth Business Press - With a direct rollover to an IRA, taxes and penalties are avoided since you never receive the money. Most investors enjoy the simplicity of having all their assets in one retirement plan so dollars can be properly allocated with their big Read More
Cape Cod Today - […]

Insurance News Net - Insurance agents are not getting their fair share of the several trillion dollar  Rollover IRA market. Instead, the no-load recordkeepers (Fidelity, Vanguard, and others) are doing everything they can to play keep away from advisors in the industry Read More
AOL - his Roth IRA […]

Sit, Stand, Roll Over: Managing Your 401(k)TheStreet.com - Sep 26, 2007Or, you can transfer it into what's called a rollover IRA. So how do you decide which choice is right for you? Cashing out your 401(k) is usually not a good …

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Answers to your questions on Roth, traditional IRAsSun-Sentinel.com, FL - Sep 24, 2007Also, you cannot […]