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Legal Notices

CONTACT

7639 Leesburg Pike
Falls Church, Virginia 22043

888.689.5530
703.893.7322 

sales@retirementplanners.com

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