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ROLLOVER Guider Level Fee Advisors under the New Department of Labor Fiduciary Rule When the U.S. Department of Labors (DOL) new fiduciary rule becomes applicable on June 9, 2017, Losing Ward and

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What is rollover guide?

Rollover guide is a set of instructions or guidelines on how to transfer funds from one retirement account to another without incurring taxes or penalties.

Who is required to file rollover guide?

Individuals who are transferring funds from one retirement account to another are required to file rollover guide to ensure the transfer is done correctly and in compliance with IRS regulations.

How to fill out rollover guide?

To fill out rollover guide, individuals need to provide information about the source retirement account, the receiving retirement account, and certify that the transfer meets the requirements for tax-free rollover.

What is the purpose of rollover guide?

The purpose of rollover guide is to ensure that fund transfers between retirement accounts are done correctly and in compliance with IRS regulations to avoid taxes and penalties.

What information must be reported on rollover guide?

Information such as the amount transferred, the account numbers of both the source and receiving accounts, and a certification that the transfer meets the requirements for tax-free rollover must be reported on rollover guide.

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