Direct Rollover

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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: (888) 987-8702
Fax: (888) 507-1238

Email

connect@rpa2000.com

California Office

2945 Townsgate Road, Suite 200
Westlake Village, CA 91362

Utah Office

1548 W. Preserve Ct.
Bluffdale, UT 84065

Check the background of your financial professional on FINRA's BrokerCheck. John Nielsen's CD #1279737

The content is developed from sources believed to be providing accurate information. A diversified portfolio does not assure a profit or protect against loss in a declining market. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License 0636162. Registered phone number (888) 987-8702

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