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2. What You Need To Know About IRA Rollovers vs. Transfers ...

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   An IRA transfer refers to the movement of tax-deferred money that is not required to be reported to the IRS on your tax return. This typically occurs when you complete a direct trustee-to-trustee ...

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

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4. Is It Possible for My Beneficiaries to Transfer Property ...

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   Estate planning is a complex process. Find a financial advisor who can help you today. How to Transfer Property Out of a Trust After Death. Transferring property out of a trust is the trustee’s job.

5. Is It Actually Smart to Transfer Property into a Trust? - AOL

   www.aol.com/transfer-property-trust-140038282.html

   If a trust is part of your estate plan, your assets will need to be transferred into it at some point. Most of the time, this is a fairly simple process that requires nothing more than listing the ...

6. 60-day rollover rule: What retirement investors need to know

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   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 ...

7. Do I Need a Beneficiary or Trustee (or Both)? - AOL

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   Continue reading → The post Beneficiary vs. Trustee: Estate Planning Guide appeared first on SmartAsset Blog. Establishing a trust as part of your financial plan is something you might consider ...

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

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   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.

9. Estate vs. Trust: What’s the Difference? - AOL

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   Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways. Estates make a one-time transfer of your ...