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individual-retirement-plans
    • Roth IRA

      With the Roth IRA, although contributions are not deductible, future withdrawals may be entirely tax-free.
    • Traditional IRA

      Tax-deductible contributions to Traditional IRAs are now more accessible to people earning higher incomes.
    • 403(b)

      This tax-sheltered account is available only to employees of public schools, nonprofit hospitals and other specific tax-exempt organizations.
Important Information About IRA-to-IRA Rollovers

Changes for IRA-to-IRA Rollovers (including Traditional, SEP, SIMPLE and Roth), were effective January 1, 2015, only one IRA distribution may be rolled over in an IRA-to-IRA rollover transaction within any 12-month period - regardless of the number and types of IRAs (i.e. Traditional, SEP, SIMPLE and Roth) that an IRA account owner holds. 

Note: These types of rollovers must still be completed with 60-days of receipt. Additionally, these changes do not apply to rollovers to (or from) qualified plans; trustee-to-trustee transfers between IRAs; or conversions to Roth IRAs.