​​Rollover IRAs – 2414

Rollover IRAs

If you need to move funds from your old employer-sponsored retirement plan into an IRA without triggering a taxable event, then a Rollover IRA may be the right solution for you. A Rollover IRA can preserve the tax-deferred status of your retirement assets without paying current taxes or early withdrawal penalties at the time of transfer. There are certain circumstances where a Rollover IRA could become taxable. You have choices about when to move your retirement assets, and we can help guide you toward the best options for your unique situation, including helping you determine which IRA is best for you, a Roth or Traditional IRA.