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There are two possible ways that retirement funds can be rolled over: the 60-day rollover and the trustee-to-trustee transfer.
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You may have a very idealistic vision of retirement—doing all of the things that you never seem to have time to do now. But how do you pursue that vision?
Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."
Do you picture yourself owning a new home, starting a business, or retiring comfortably?
There are many factors to consider when deciding whether to roll over a distribution from a 401(k), 403(b), or governmental
457(b) plan1, and where your rollover dollars should go if you decide to make a rollover.
Consult this helpful guide on how to Rollover to a new employer's plan, to an IRA, or complete an indirect rollover.
A rollover is a tax-free transfer of assets from a retirement plan to either a traditional IRA or another employer's retirement plan.
Traditional and Roth Individual Retirement Accounts were established to provide the public with a tax advantage account to save for retirement purposes.
A mutual fund pools the money of many investors to purchase securities.
An annuity is a contract between you (the purchaser or owner) and an insurance company.
When it comes to saving for college, all strategies aren't created equal.
Long-term care insurance is designed to pay for the cost of your care in a variety of settings.
Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death.
A stock represents a share of ownership in a business.
Bonds are written obligations much like insurance policies that guarantee certain obligations will be performed or fulfilled.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. VyStar Credit Union and VyStar Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured VyStar Credit Union deposits and are not NCUA-insured. These products are not obligations of VyStar Credit Union and are not endorsed, recommended or guaranteed by VyStar Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible.
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