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2. Everything You Need to Know About IRA Rollover Rules

   www.aol.com/news/everything-know-ira-rollover...

   Optimize your retirement accounts and avoid major penalties by mastering the dos and don'ts for rolling over your IRA.

3. Employee Retirement Income Security Act of 1974 - Wikipedia

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

   The only remaining unprotected areas are the SIMPLE IRA and the SEP IRA. 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.

4. 401(k) Rollover vs. IRA Rollover: What Are The Pros & Cons I ...

   www.aol.com/401-k-rollover-vs-ira-162831606.html

   Roll Over Your Money Into an IRA A roll over to an IRA involves transferring funds from the 401(k) to an IRA, which typically offers a wider range of investment options than a 401(k).

5. Should You Roll Over Your Old 401(k)? Here's What to Consider

   www.aol.com/roll-over-old-401-k-140009354.html

   Just make sure to do a direct rollover where the funds are transferred directly from one account to the other. If the check is made out to you, and then you deposit it into your 401(k) or IRA, it ...

6. Taxpayer Relief Act of 1997 - Wikipedia

   en.wikipedia.org/wiki/Taxpayer_Relief_Act_of_1997

   The Roth IRA was initially proposed by Senators William Roth of Delaware and Bob Packwood of Oregon 1989, [2] and Roth pushed for the creation of the IRAs in the 1997 legislation. [ 3 ] The act also provided tax exemptions for retirement accounts as well as education savings in the Hope credit and Lifetime Learning Credit .

7. Rollovers as business start-ups - Wikipedia

   en.wikipedia.org/wiki/Rollovers_as_Business...

   [1] Promoters and facilitators, such as Roth IRA brokers of self-directed IRA LLCs, or small business financing, market IRS ROBS arrangements to prospective entrepreneurs and business owners for funding for a business as small business financing. Most have a very close relationship with the franchise industry, seeking to sell and promote ...

8. 60-day rollover rule: What retirement investors need to know

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

   Direct rollover: In a direct rollover, a worker requests assets in a retirement account such as a 401(k) or 403(b) be transferred to another retirement plan, such as an IRA. The proceeds move from ...

9. Dave Ramsey: 4 Easy Steps To Roll Over Your 401(k) to an IRA

   www.aol.com/dave-ramsey-4-easy-steps-160007032.html

   An indirect rollover requires you to cash out your 401(k) and deposit the funds into your IRA within 60 days. If you miss the deadline, you’ll get hit with “a massive tax bill and lots of ...