IRA Portability Chart
The IRA portability chart shows what the Internal Revenue Service deems as permissible when rolling funds over from one type of retirement account to another. This chart is intended for informational purposes only and is not legal, tax, or investment advice. Please consult your legal, tax, or investment professional before rolling funds between plans.
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Planning ahead for RMDs
If you’re age 73 or older, make sure to review your RMD and take action before the December 1st deadline.
