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  2. How Long Will My 401(k) Rollover Take?

    www.aol.com/long-401-k-rollover-150846852.html

    Trustee-to-trustee transfer: A trustee-to-trustee transfer involves moving funds from your old 401(k) to your new IRA. Similar to a direct rollover, this transfer method is generally efficient ...

  3. Rollover vs. Conversion: Which Retirement Move Is Best For Me?

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  4. 60-day rollover rule: What retirement investors need to know

    www.aol.com/finance/60-day-rollover-rule...

    The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

  5. Deed of trust (real estate) - Wikipedia

    en.wikipedia.org/wiki/Deed_of_trust_(real_estate)

    A deed of trust refers to a type of legal instrument which is used to create a security interest in real property and real estate.In a deed of trust, a person who wishes to borrow money conveys legal title in real property to a trustee, who holds the property as security for a loan from the lender to the borrower.

  6. Employee Retirement Income Security Act of 1974 - Wikipedia

    en.wikipedia.org/wiki/Employee_Retirement_Income...

    The SEP IRA is functionally similar to a self-settle trust, and a sound policy reason would exist to not shield SEP IRAs, but many financial planners argue that a rollover (or direct transfer) from a SEP IRA to a rollover IRA would give those funds protected status, too.

  7. What taxes are due on a Roth IRA conversion? - AOL

    www.aol.com/finance/taxes-due-roth-ira...

    An indirect rollover: An indirect rollover is where you receive a distribution from the old financial institution and then transfer it yourself to your Roth IRA within 60 days.

  8. Generation-skipping transfer tax - Wikipedia

    en.wikipedia.org/wiki/Generation-skipping...

    The U.S. generation-skipping transfer tax (a.k.a. "GST tax") imposes a tax on both outright gifts and transfers in trust to or for the benefit of unrelated persons who are more than 37.5 years younger than the donor or to related persons more than one generation younger than the donor, such as grandchildren. [1]

  9. How to roll over your 401(k) in 5 easy steps

    www.aol.com/finance/roll-over-401-k-5-175006857.html

    A 401(k) rollover is when you direct the transfer of the money in your 401(k) plan to a new 401(k) plan or IRA. The IRS gives you 60 days from the date you receive an IRA or retirement plan ...

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