Tax Facts

C—Rollover Chart

The IRS provides that most pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” by depositing the payment in another retirement plan or IRA within 60 days. You can also have your financial institution or plan directly transfer the payment to another plan or IRA. The following IRS rollover chart summarizes allowable rollover transactions:

https://www.irs.gov/pub/irs-tege/rollover_chart.pdf

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