401(k) and IRA Rollover Chart
Maryland Annuity Resource offers IRA Rollovers and 401(k) Plan Rollovers in Maryland, Washington D.C. and Virginia. Please see below to see if you qualify for either a Qualified Rollover, ROTH IRA Conversion, or approved rollover as described by IRS regulations.
Not everyone is eligible for rolling over their retirement plan, but the chart and guide listed below will give you guidance to help make your decision. Most rollovers are either partial rollovers or full rollovers and can be done simply with some paperwork we help prepare after you have made your product selection. You have 60 days from a distribution request to then rollover those assets without a tax liability as described by the IRS rules found on other pages within the website.
We would be happy to help you and show you all of your options when planning on converting your old plan into a income stream or just looking for better returns by changing the underlying investment options of your plan.