Direct Rollover

Term Definition
Direct Rollover
The direct transfer of assets from the trustee or custodian of one qualified retirement plan or account to the trustee or custodian of another. Done correctly, direct rollovers do not trigger taxable events.

Phone

Office/Fax (805) 495-2157

Email

connect@rpa2000.com

Location

200 North Westlake Blvd
Suite 111
Westlake Village, CA 91362

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