Plastic pigs sitting on a 3D pie chart. Copy says, "Transfers, Rollovers, and 60-Day Rollovers."

Transfers, IRA Rollovers, and 60-Day Rollovers

A while back, one of our clients called to inquire about our thoughts on the article, IRA Rollover Ruling Stuns Advisers and Savers. After reading it, I can certainly understand how the terminology in the article can be very confusing for the average person, so let’s clarify a few of things regarding this. What is the difference between Transfers, Direct …