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The document is a Premiere Select IRA One-Time Distribution Request form, which allows account owners to request a one-time distribution from various types of IRAs held through National Financial Services LLC. It includes sections for personal information, distribution requests, payment methods, tax withholding elections, and required signatures. The form outlines the necessary steps and considerations for processing distributions, including reasons for withdrawal, payment options (cash or in-kind), and tax implications.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a premier IRA?

Premier IRA Money Market A variable IRA that allows you to make contributions in any amount up to the yearly maximum. The account requires a higher minimum balance and comes with higher interest rates. Traditional or Roth IRA options are available.

What is the best IRA to put your money in?

Fidelity IRA: Best for Retirement Savings. Ellevest IRA: Best for Financial Advisors. Betterment IRA: Best Robo-Advisor. SoFi IRA: Best for Low Fees. Vanguard IRA: Best for Experienced Investors. Rosland Capital IRA: Best for Gold and Precious Metals.

What are the disadvantages of a rollover IRA?

Disadvantages of an IRA rollover Creditor protection risks. You may have credit and bankruptcy protections by leaving funds in a 401k as protection from creditors vary by state under IRA rules. Loan options are not available. Minimum distribution requirements. More fees. Tax rules on withdrawals.

Is National Financial Services LLC legitimate?

NFS is a Fidelity Investments broker-dealer.

What is an IRA select account?

IRASelect is an easy-to-use IRA Solution to help customers prepare for a financially secure retirement. BPAS partners with financial professionals to offer individuals a low-cost IRA solution, with a simplified account opening process.

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What is a premiere select IRA?

National Financial Services (NFS), a wholly-owned subsidiary of Fidelity Investments, is one of the largest clearing firms in the U.S. and custodian of all Resource Financial Groups brokerage accounts. The document below provides basic details about reading your NFS statement.

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What is a premier IRA?

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What is an IRA select account?

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