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IRS Changes Rules on IRA to IRA Rollovers Oftentimes, it is beneficial to consider an IRA to IRA rollover. When a retirement plan distribution is rolled over, no taxes are paid until the funds are later withdrawn from the new plan. This allows the money to continue to grow tax-deferred. Effective in 2015, there is a change to the handling of Indirect Rollovers that we wanted to make you aware of. Please see the two types of rollovers below.
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This document is prepared to provide general information only. American Equity Investment Life Insurance Company does not give legal, tax or investment advice. Please consult your own personal advisor for these matters.
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