IT’S ROLLOVER SEASON
Rollovers must be completed by December 31 to be reported to the IRS this for this tax year. That’s why, toward the end of each calendar year, a common question on investors’ minds is whether they should consider rolling over money from their retirement plan into an IRA.
On this page, you’ll find important information, best practices, and tips to help you understand your options and take the next step.
Why roll over that 401(k)?
A rollover is when you direct the transfer of the money in one qualified retirement plan to another qualified account. A rollover from an employer-sponsored 401(k) to a self-directed IRA can help you gain greater control over your investments and achieve your unique retirement goals.
- Continue to grow your money and
minimize tax implications
- Gain access to new investment options
- Streamline the management of your account
Learn more about rollovers… and how to do it right.
The Difference Between
a Transfer and Rollover
Is an IRA Rollover
Right for You?
6 Tips for a Successful
NOTE: This material is meant as informational only. As such, any information contained herein is not meant as and should not be construed as any type of advice from Provident Trust Group, LLC, as Provident Trust Group, LLC is a non-discretionary, passive, directed custodian who does not advise or solicit. Please consult your tax advisor, attorney, or other qualified professional for any advice you may require.
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