“How Do I Do a Rollover?”
6 min readAug 21, 2020
Ever wonder that? Of course!
If a financial advisor had a $1 bill for every time they were asked that they would be rich. Um, they already are so scratch that. This article will allow you to walk away with understanding pretty much all the particulars of IRA rollovers with basically all the guidance the IRS provides.
When you roll over a retirement plan distribution, you generally don’t pay tax on it until you withdraw it from the new plan. By rolling over, you’re saving for your future and your money continues to grow tax-deferred.
