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Retirement Plan Checks and 60-Day Rollovers
Generally, when you receive a check from your IRA custodian or employer plan, you have 60 days to rollover the funds to another retirement account, either an IRA or an employer plan. As with most retirement plan rules, this rule comes with two exceptions – one good and one bad. Let’s look at what happens when Lori receives a check.
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Training For Financial Advisors
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Join Ed Slott and Company for 2 full days of extensive IRA training. CE Credits Available. Find Out More |
Web-based IRA training sessions. Receive a reference manual with each session. Find Out More |
