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A Rollover IRA is an account that allows you to move funds from your prior employer-sponsored retirement plan into an IRA. With an IRA rollover, you can preserve the tax-deferred status of your retirement assets, without paying current taxes or early withdrawal penalties at the time of transfer.
When changing or leaving a job, a rollover IRA is a convenient, flexible way to take your old 401(k) or other workplace retirement accounts with you, giving you the power to use your money today—and still build for tomorrow— in a single account.
At RPP, we can help you open your new account and navigate through the rollover process with step-by-step instructions.
If there are both pre-tax and post-tax contributions in your 401(k), or you have a Roth 401(k), you might need to open a Roth IRA.
Schedule a meeting with Todd to help you with your IRA rollover.