92674 AssetTransferT33197.pdf. Use the forms in this kit if you want to move the assets from your employer-sponsored retirement plan into a traditional IRA. (You cannot roll over these assets directly into a Roth IRA.) Retirement, IRA, 2025

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92674 AssetTransferT33197.pdf. Use the forms in this kit if you want to move the assets from your employer-sponsored retirement plan into a traditional IRA. (You cannot roll over these assets directly into a Roth IRA.) Retirement, IRA, Preview on Page 1

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Qualified variable annuities, meaning financial products set up with pre-tax dollars, can be rolled over into a traditional IRA. Non-qualified variable annuities, meaning products set up with after-tax dollars, cant be rolled over into a traditional IRA.
You may be able to roll over the nontaxable part of a distribution (such as your after-tax contributions) made to another qualified retirement plan that is a qualified employee plan or a 403(b) plan, or to a traditional or Roth IRA.
IRAs: You can roll over all or part of any distribution from your IRA except: A required minimum distribution or. A distribution of excess contributions and related earnings.
However, some distributions from your account are one-way distributions that cannot be rolled over to another eligible retirement plan or IRA. These are called non-eligible rollover distributions your NERDs. Essentially, any distribution that is not a NERD is an ERD.
If you want to move your individual retirement account (IRA) balance from one provider to another, you can simply call your current provider and request a trustee-to-trustee transfer. This moves money directly from one financial institution to another, and it wont trigger taxes.
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When employees leave their job or retire, they can take their money with them and transfer the funds into another IRAcalled a rollover. Both defined-benefit and defined-contribution plans allow for an eligible rollover distribution.

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