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  2. Dave Ramsey: 4 Easy Steps To Roll Over Your 401(k) to an IRA

    www.aol.com/dave-ramsey-4-easy-steps-160007032.html

    An indirect rollover requires you to cash out your 401(k) and deposit the funds into your IRA within 60 days. If you miss the deadline, you’ll get hit with “a massive tax bill and lots of ...

  3. 60-day rollover rule: What retirement investors need to know

    www.aol.com/finance/60-day-rollover-rule...

    The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

  4. How to roll over a 529 plan to a Roth IRA

    www.aol.com/finance/roll-over-529-plan-roth...

    Here are the details on converting a 529 plan to a Roth IRA. ... How to roll over a 529 plan to a Roth IRA. James Royal, Ph.D. ... “Unused dollars for education can now fund retirement – tax ...

  5. Inherited IRA rules: 7 things all beneficiaries must know - AOL

    www.aol.com/finance/inherited-ira-rules-7-things...

    An inherited IRA is an individual retirement account opened when you inherit a tax-advantaged retirement plan (including an IRA or a retirement-sponsored plan such as a 401(k)) following the death ...

  6. Roth IRA - Wikipedia

    en.wikipedia.org/wiki/Roth_IRA

    A Roth IRA is an individual retirement account (IRA) under United States law that is generally not taxed upon distribution, provided certain conditions are met. The principal difference between Roth IRAs and most other tax-advantaged retirement plans is that rather than granting a tax reduction for contributions to the retirement plan, qualified withdrawals from the Roth IRA plan are tax-free ...

  7. What is the Roth IRA 5-year rule? - AOL

    www.aol.com/finance/roth-ira-5-rule-185440012.html

    The Roth IRA is a unique type of investment account that offers every future retiree’s dream — the prospect of tax-free income after reaching retirement age.. Like any retirement account ...

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