Maryland Annuity Resource IRA and 401(k) Rollover Guide
How to rollover your IRA and how to rollover your 401(k)
We believe that an Individual Retirement Account is the foundation to any investment portfolio but there are restrictions for Rollovers. See the chart below to see if you can rollover your plan to a new plan.
You have to follow the rollover rules and when doing Roth IRA conversions, it is important to understand the benefits so please make sure to ask us for your Rollover Report so we can explain all of your options.
Please see the chart below to see what options you have for rolling over you IRA, 401(k), or other plans.