Suze School: The Language of Money in Retirement Accounts
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Retirement Account Transfers and Rollovers Explained
This chapter provides a detailed overview of the differences between transfers and rollovers in retirement accounts, emphasizing the limitations and tax implications of each action. It clarifies that direct transfers have no frequency restrictions, while indirect rollovers are limited to once per year across all accounts, with conversions incurring taxes when moving funds from pre-tax to after-tax accounts.
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