How To Rollover A Retirement Plan?

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    Larry GilmorePRO
    Agent Owner, Gilmore Insurance Services, Marysville, Washington State
    How to rollover a retirement plan?   Probably the best way to accomplish this is via a "trustee to trustee" transfer. A trustee in this case would be a financial institution like a bank, insurance company or mutual fund company and others. The advantage to this type of transfer is it creates no potential taxable event as the account holder never touches the  funds.
    Answered on June 15, 2013
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