Tag Archives: ira rules

The 60-Day IRA Rollover Rule

person under ira umbrella with money

Will it apply to your retirement savings distribution?

Provided by Reeve Conover – Conover Consulting

If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rollover – a common and useful financial move designed to take these invested assets from one retirement account to another, without tax consequences. The I.R.S. may give you just 60 days to do it, however.

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2017 Pension & IRA amounts and rules

image of cost of living

NOTE- this is courtesy of Associated Pension Consultants, Syosset, NY

  • COST OF LIVING ADJUSTMENT FIGURES

COLA (Cost of Living Adjustment) notice for the coming 2017 plan year.   We are providing these figures for informational purposes and no action is required on your part at this time.

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Reeve Conover is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/dealer member FINRA/SPIC. Cambriudge and Conover Consulting are not affiliated. Licensed in SC, NC, NY, CT, NJ, and CA.
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