Nicholas Pension Consultants
Compensation Strategies Group, Ltd.
Nova 401(k) Associates
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|My IRA Custodian Won't Let Me Do What?!|
Mar. 6, 2015
"IRA custodians and employer plans can sometimes limit your options. One reason they might do this is to make it easier for them to manage and process your transactions.... Stretch IRAs and spousal rollovers are basic IRA planning options. Make sure your custodian allows them. It is easy to move your funds during your lifetime; it may be difficult or impossible for your beneficiaries to accomplish a move after your death."
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