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Rollover planning When retiring or starting a new job, understand the options for your existing retirement savings. Day Month XX, 20XX 00:00 a.m. 00:00 p.m. Host/advisor nameLOCATIONFEATURINGOfficer

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What is rollover planning?

Rollover planning is the process of transferring funds from one retirement account to another without incurring tax penalties.

Who is required to file rollover planning?

Individuals who are moving funds from one retirement account to another are required to file rollover planning.

How to fill out rollover planning?

To fill out rollover planning, individuals must report the details of the funds being transferred and ensure that the transfer is completed within the specified time frame.

What is the purpose of rollover planning?

The purpose of rollover planning is to allow individuals to move funds between retirement accounts without incurring tax penalties.

What information must be reported on rollover planning?

Rollover planning must include details of the funds being transferred, the account they are being transferred from, and the account they are being transferred to.

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