Episode #305: Types of Transactions to Move Money from IRAs


In preparing for your future retirement, you may have used an IRA to accumulate retirement savings, but at some point, you may wonder whether you should maintain your IRA as it currently is. While moving these funds may seem like a simple process, there are many rules and regulations in place that could impact the movement of IRA funds.

In this episode of Money Script Monday, Sean breaks down different IRA transaction types and navigates critical rules and regulations that can lead to unexpected delays and tax consequences.

Resources Provided for This Episode

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About Sean Brady

Sean Brady is an Advanced Case Designer at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.