Retirement Plan Auditor

Brokers, Advisors, & CPAs

 

Rollover Chart

(Information as of 2011)

Rollover Chart

This chart is for informational purposes and only and is not legal, tax or investment advice. You should consult a tax advisor for more information.

1Rollovers from SIMPLE IRAs are allowed after 2 years of participation.
2Only if it is a direct trustee-to-trustee transfer.