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2. Best brokerage account bonuses in February 2025 - AOL

   www.aol.com/finance/best-brokerage-account...

   Charles Schwab: $100 to $1,000 (personally referred friend offer) ... (traditional IRA or Roth IRA) account and fund it with $5,000 or more. Your account must be opened by Apr. 15, 2025 to qualify ...

3. Everything You Need to Know About IRA Rollover Rules

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

   Since you can rollover funds from one account to the same type of account, the 60-day rollover rule allows you to borrow funds from your IRA without penalty and interest-free. While many 401(k ...

4. 529-To-Roth IRA Rollovers: What You Need To Know

   www.aol.com/finance/529-funds-now-rolled-roth...

   Starting in 2024, unused 529 funds can be rolled into a Roth IRA tax-free, thanks to the SECURE 2.0 Act, giving families more flexibility with college savings.

5. 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 ...

6. 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 ...

7. Best places to roll over your 401(k) in 2025

   www.aol.com/finance/best-places-roll-over-401...

   Overview: Top online brokers for a 401(k) rollover in 2025 Charles Schwab. Charles Schwab is strong in every category and caters well to customers from novice to expert. If you’re looking to buy ...

8. Roth IRA conversion: Here’s everything you need to know ...

   www.aol.com/finance/roth-ira-conversion...

   Employer-based retirement plans are also eligible for Roth IRA conversion through a rollover option. This means that 401(k) accounts from previous employers can be converted to Roth IRAs as long ...

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

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

   You can convert your traditional IRA or 401(k) to a Roth IRA in a couple ways. An indirect rollover: An indirect rollover is where you receive a distribution from the old financial institution and ...