| Transfer |
A tax-free, non-reportable movement of assets between retirement plans.
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Generally, transfers occur between similar types of plans: for instance, from a Roth IRA to a Roth IRA. There is no limit on the number of transfers that may occur between retirement plans, but a transfer must occur between the trustees/custodians of the retirement accounts. This means that the assets are made payable to the trustee/custodian, not the retirement account holder.
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Introductory Tour through Retirement Plans - Here you will find tutorials that are each devoted to one the most common retirement plans, explaining how to establish, fund, and then take distributions from it. |
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Related Terms
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