Retirement Plan Rollovers Archives - Steven Drahozal

October 13, 2025November 28, 2025Retirement Plan Rollovers

State Tax Treatment of 529-to-Roth IRA Rollovers

By now, most of you probably know about the SECURE 2.0 Act provision permitting 529 funds to be rolled over […]

February 10, 2025February 22, 2025Advisory, Annuity, Deferred Income Annuity, Fixed Index Annuity, Hybrid Annuity, Income For Life, IRA, IRA Rollovers, Retirement Plan Rollovers, Retirement Plans, Steven Drahozal

Solving the Future Income Dilemma for the Single Woman

Solving the Future Income Dilemma for the Single Woman Single women face many challenges, including planning for their future income […]

December 18, 2024September 28, 2025IRA, IRA Rollovers, Retirement Plan Rollovers, Retirement Plans

4 Things to Know About Rollovers Between Calendar Years

The IRA rollover rules are always tricky. However, if you are rolling over an IRA distribution when the calendar […]

February 25, 2020September 28, 2025IRA, IRA Rollovers, Retirement Plan Rollovers, Retirement Plans

Top 10 Things You Need to Know about the New SECURE Act and Your Retirement Account

Top 10 Things You Need to Know about the New SECURE Act and Your Retirement Account On December 20, 2019, […]

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