ROLLOVER IRA

Individuals who are about to receive a eligible distribution from a qualified plan and want to continue to differ taxes on the plan can "Rollover" the distribution directly into a Self-Directed IRA "Rollover IRA".

A direct "Rollover" from a qualified plan enables the participant to avoid the 20 percent federal withholding if rollover within 60 days of receipts.

 

The above information is not to be considered complete or comprehensive*. 

For additional information contact:

CAPITAL SECURITIES
 at 1-800-553-6700

*Please Note: The information provided herein is strictly to be used as a convenience for our clients. CAPITAL SECURITIES makes no representation as to the completeness or accuracy of any information provided herein.  The information provided is for informational and educational purposes only and should not be used to make a decision to establish a retirement plan, buy or sell a security or mutual fund and is not intended for trading or investing purposes.  CAPITAL SECURITIES shall not be liable for any errors in the content, or for any actions taken or reliance upon information supplied.  For additional information about any retirement plans, mutual funds, to receive a prospectus or to place an order to purchase or sell any mutual fund shares or individual securities, please contact CAPITAL SECURITIES.