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

    www.aol.com/finance/know-ira-rollovers-vs...

    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?

    www.aol.com/consider-weighing-rollover-vs...

    Do you have money in a 401(k) from a previous job or an old IRA? Performing an IRA rollover or conversion can be smart depending on your situation. You might also opt for an IRA transfer, where ...

  4. 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. A trustee-to ...

  5. 60-day rollover rule: What retirement investors need to know

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

    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 one institution ...

  6. Everything You Need to Know About IRA Rollover Rules

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

    There's another type of pseudo rollover called a trustee-to-trustee transfer. You can ask the financial institution holding your IRA to make the payment directly from your IRA to another IRA or to ...

  7. Roth IRAs: What they are, how they work and how to open one - AOL

    www.aol.com/finance/what-is-a-roth-ira-123943445...

    Roth IRA rollover vs. Roth IRA conversion. A rollover is when you move or “roll over” funds from one retirement account to another retirement account. So for example, if you leave your job ...

  8. IRA Transfer vs. Rollover: Do You Know the Difference?

    www.aol.com/finance/ira-transfer-vs-rollover...

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  9. How to Convert a Traditional IRA to a Roth IRA - AOL

    www.aol.com/convert-traditional-ira-roth-ira...

    The third choice is the same trustee transfer. You will have set up a new Roth IRA at your current financial institution and the trustee will simply transfer the money from one IRA to the other.

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