Episode #305: Types of Transactions to Move Money from IRAs By Sean Brady | October 23, 2023 Concepts, Money Script Monday Share this post Share Tweet Share with a client Share with a colleague 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 Video TranscriptionWhiteboard ImageWant consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now! Have any questions? Give us a call at 888-LIFEPRO or email us at email@example.com.Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away! About Sean BradySean 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.