Transfers, Rollovers, and Conversions
Move your retirement savings without losing tax benefits. When moving money between your IRAs and retirement plans, be sure you understand the rules.
Your retirement savings accounts are portable. IRA-to-IRA IRA-to-retirement plan Retirement plan-to-IRA Retirement plan-to-retirement plan There are many reasons for moving your retirement assets to another retirement savings account. Perhaps you’ve left a job, your financial circumstances have changed, or you’re looking for ways to better maximize your retirement savings. Whatever the reason, there are portability options available. Some preserve the tax-deferred nature of your assets, and some may have tax consequences. Consider visiting with your competent tax or financial advisor about what’s best for your financial situation before moving your IRA or retirement plan money.
656-EB (11/2024) ©2024 Ascensus, LLC