Rollovers and the IRS

By Elsie Dudukovich0 Comments

Are you aware of the IRS guidelines regarding rollovers?  

As with all financial decisions, if you are exploring the option of a rollover with your IRA it is important to determine if this is an appropriate choice. Your trusted tax and financial advisors can be a source of guidance. The IRS also provides many resources to consider in your research.

Here are a few to get you started: