Sentences with phrase «rollover qualified assets»
Additionally, you may want to consider maintaining at least a minimal qualified retirement plan account balance because, in the event you want to transfer or rollover qualified assets to your qualified retirement plan account in the future, to the extent it is allowed by your plan, your plan may require you to have an open account with a balance when your request is received by that plan.
https://www.usaa.com/ Not exact matches
An IRA Rollover occurs when a retirement saver rolls over his assets from a Qualified Retirement Plan (example 401k plans) into an Individual Retirement Asset (IRA).
A Qualified Retirement Plan Rollover occurs when an individual takes personal possession and responsibility of his IRA assets and does NOT do an IRA Transfer within 60 days.
An IRA Rollover is the movement of assets from an IRA or qualified retirement plan, like a 401 (k) plan or 403 (b) plan, to an Ally Bank IRA.