Rollover. A tax-free transfer of funds from one tax-deferred retirement savings plan to another. If you take possession of the funds, the money must be deposited in the new account within 60 days. You also can use a rollover to transfer funds from a company plan -- when you receive a lump-sum distribution, for example -- to an IRA. The tax bill is delayed until you withdraw funds from the IRA.

Rollover Rate Calculation Request

What is your name? What is your gender? What is your NEAREST age? Daytime Telephone? Evening Telephone? Type (Qualified or Non-Qualified Funds)? What amount to rollover? What is your address? City/State? Zip Code? E-mail address?

 

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