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Taxes

IRA Rollover Rules Change in 2015

By Arlen T Olberding, CFP® on February 1, 2015

As a refresher, IRA rollovers are simply the transfer of funds from a retirement account such as a 401(k) into an IRA, or an IRA-to-IRA transfer.  There are three ways to accomplish this rollover or transfer: Direct rollover – The administrator of your account may issue your distribution in the form of a check made […]

Posted in Retirement Planning, Taxes | Tagged fee-only, Fort Collins Financial Planner, IRA, retirement planning, RMD, Taxes

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