Rollover and Transfer IRA
Rollover or Transfer IRAs are used to handle retirement money that comes from an existing retirement account most often when an employee retires and takes his/her pension from the employer in one lump sum.
The term can also apply to funds that transfer from one trustee to another. For example, when a customer has an IRA invested in the stock market or in mutual funds, and the client wants to invest in insured CDs, the money goes into a rollover/transfer IRA.
Please talk with a bank representative for further details.
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