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Rollovers

IRA to IRA Transfer

If you’re considering consolidating your IRA assets, a transfer to an IRA with Thrivent Mutual Funds may be beneficial. With an IRA to IRA transfer, or a trustee to trustee transfer, you never take possession of the funds, so you don’t pay taxes.

Trustee-to-Trustee Transfer

  • Assets transfer directly from one institution to another between like accounts (such as a Roth IRA from your current financial institution to a Thrivent Mutual Funds Roth IRA)
  • You DON’T take possession of the assets before the transfer
  • No taxes are withheld from transfer amount
  • 60-day rule does not apply

It’s important to consider your own financial situation to make an informed choice.  Check out Making Sense of Rollovers and Transfers for more rollover basics.

Transferring a traditional IRA or Roth IRA?

Transferring another type of account, such as a SEP IRA, SIMPLE IRA, or Coverdell ESA?

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