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Financial Dictionary

 

Atlantic Financial
Investment Word

Rollover

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When an employee leaves a company often they have the option to move the assets from their retirement plan into another qualified plan. Individuals can switch the plan assets directly into an IRA without any tax penalty.

A Rollover can also be referred to as a 401k Rollover or an IRA Rollover.


Ask Atlantic Financial. Please call 1-800-559-2900, or use the this contact form:

401k Rollovers  Contact Atlantic Financial

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IRA Rollover
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