Rollover

Term Definition
Rollover
A tax-free transfer of assets from one qualified retirement program to another. Rollovers must be made in accordance with specific requirements to avoid a taxable event.

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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