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FMV Form NuView IRA

FMV Form NuView IRA

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if you're saving for retirement you've probably heard these terms ira transfer or rollover ira they might sound the same to you but in the financial industry there's actually a very important distinction between a ira transfer and a rollover so let's define both [Music] let's talk about transfers transfers are the most common way to move money from one retirement plan to another and specifically from one ira to another they're very easy to do and you can do unlimited amounts of transfers within any given year let's say you have an ira a traditional ira at fidelity that traditional ira is a pre-taxed ira and let's say you want to establish a pre-tax ira at nuview trust company in order to move money from the fidelity ira to the newview ira all you have to do is a ira transfer how to process that transfer is you always fill out the transfer paperwork with the receiving custodian so wherever you're trying to move the

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