Moving retirement money is a process decision before it is a product decision. Verify what your current plan allows, who receives the funds, and how the transaction will be documented.
Direct rollovers, trustee-to-trustee transfers and the 60-day route explained.
401(k)Questions to ask your plan administrator before moving workplace-plan assets.
IRAWhy a trustee-to-trustee IRA transfer is different from a rollover paid to you.
TaxCore federal IRA rules that affect contributions, rollovers, distributions and collectibles.
EligibilityWhat the tax code permits and why 'gold' does not automatically mean IRA-eligible.
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