The movement of a retirement account assets from one custodian directly to another. An asset transfer is not a distribution and is not taxable or reportable to the IRS. There are no limits as to the number or frequency of IRA transfers.
TALK to an EXPERT TODAY!
Call 877-229-9763 or fill out this form below. Prefer to schedule a consultation? Click here to set up a meeting.
"*" indicates required fields