Transfers

A Transfer is a direct movement of assets between "like" IRAs. A Transfer allows you to move IRA funds directly from one financial organization to another without having access to the funds. Transfers are not reported to the IRS.

  • Allows portability of funds
  • No limit on number of transfers per year
  • Funds maintain tax-deferred status
VISA Gift Cards - No time like the present.
VISA Debit Cards - Convenience Issued Instantly.