How to Rollover an IRA: A Step-by-Step Guide

It’s common to ask how to roll over an IRA. You may have found a better brokerage firm or a new bank that you want to use.

Regardless of the reason, it’s important to make sure you follow the proper process. We’ve provided this step-by-step guide to help you do that.

Learn the process to roll over an IRA to a new IRA of the same type. For example, rolling a traditional IRA into a new traditional IRA.

Read more at My Bank Tracker.