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What is a rollover?
Sometimes it's wise to move your money from one qualified retirement plan to another.
What is a transfer?
A transfer occurs when you have assets in an IRA with another financial institution moved into a new or existing IRA.
Traditional IRA
With a traditional IRA, you don't pay income taxes on the earnings and deductible contributions until you begin taking withdrawals.
Roth IRA
A Roth IRA allows you to withdraw earnings tax-free for qualified distributions.
Compare traditional and Roth IRAs
Decide which IRA works best for you by comparing the features of each.
Exceptions for Traditional and Roth IRA Distributions
There is a penalty for certain premature distributions of your IRA funds, but the additional 10 percent penalty tax on withdrawals may not apply for certain distributions.
Spousal IRAs
Recent tax laws permit most couples to contribute up to $2,000 each to their IRAs.
TSA/403(b) Plans
A TSA/403(b) is a plan that allows employees of educational institutions and certain organizations to make pre-tax contributions to their retirement savings.
2005 Retirement Confidence Survey
Read what helps motivate people to save for retirement.