The paper expands the horizon by discussing a post-retirement strategy.doi:10.1108/14777280910933720Koc-MenardSergioMCB UP LtdDevelopment & Learning in OrganizationsKoc-Menard S: Knowledge transfer after retirement: the role of corporate alumni networks. Development and Learning in Organizations. 2009, 23...
An IRA transfer refers to transferring money from anindividual retirement account (IRA)to a different account. The money can be transferred to another type of retirement account, abrokerage account, or a bank account. As long as the money goes into another similar-type account and no distributio...
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rolling it over to a new employer's plan, or opting for an individual retirement account (IRA) rollover. If you are about to change jobs, here's
If the solebeneficiaryis a surviving spouse, that spouse can take ownership of the IRA upon the death of the owner. Alternatively, the surviving spouse can roll over the inherited IRA's assets into her own IRA or another qualified retirement plan. In either case, the transfer is not a taxa...
If the solebeneficiaryis a surviving spouse, that spouse can take ownership of the IRA upon the death of the owner. Alternatively, the surviving spouse can roll over the inherited IRA's assets into her own IRA or another qualified retirement plan. In either case, the transfer is not a taxa...
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to this IRA plan and does not take into consideration other IRA plans held at American Express or other institutions. You may generally deposit physical stock certificates in your name into an individual account about rollover alternatives or call 800-213-4583 to speak with a Retirement Consultant...
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to complete. Generally, transfers where the delivering entity is not a broker-dealer (for example a bank, mutual fund, or credit union) will take more time. In addition, transfers of accounts requiring a custodian, like an Individual Retirement Account (IRA) or a Custodial Account for a ...