Use the IRA Chart Rollover Rules with Indirect or Direct IRA Rollovers Jonathan currently is the owner of a traditional IRA account. He has thought about rolling that over into a Roth IRA account. In simple terms, a rollover is a method of moving money from one type of retirement plan to another. This [...]
IRA Rollover: Direct Rollover or Indirect Rollover; IRA Rollover Chart Rules
December 8, 2009 Leave a Comment
IRA Rollovers: Direct Rollover or Indirect Rollover In simple terms, a rollover is a method of moving money from one type of retirement plan to another. This can be done without paying taxes or penalties. There are two ways to complete a rollover: indirectly and directly. A direct IRA rollover allows you to move [...]