When it comes to taking money from one retirement account and rolling it into another, there are certain guidelines to follow, including how often you can roll over an account. Watch Director of Education John Bowens explain the 60-day rollover rule and certain restrictions and exceptions you should know about if you plan to move retirement funds.
Is Your Retirement Account Capable of More?
What if your retirement account could do more than you’ve been shown?
On April
Tax-Deferred vs. Tax-Free
Tax-deferred or tax-free? It all comes down to when you want to pay taxes on you
When Paying Taxes Makes Sense
Sometimes it might make sense to pay taxes now, even when you don’t have to.
Why Some Investors Pay Taxes Now on Purpose
Discover whether a Roth conversion might fit in your retirement plan: https://eq
Equity Trust Company
