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Image - 10 REASONS TO CONSIDER ROLLING OVER ASSETS FROM A FORMER EMPLOYER’S RETIREMENT PLAN TO AN IRA

10 REASONS TO CONSIDER ROLLING OVER ASSETS FROM A FORMER EMPLOYER’S RETIREMENT PLAN TO AN IRA

Participants in an employer-sponsored retirement plan are subject to the rules of the former employer’s plan documents, which can be more restrictive than an IRA. For example, a plan may not allow partial distributions, or if it does, it may limit them to once a quarter or once a year...

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