How Do I Open a Traditional IRA With a Rollover or Direct Rollover Contribution?
See any of our IRA representatives. We will explain the nature of these accounts in more detail and help you complete the forms necessary to establish your traditional IRA. This Web page is effective for tax-year 2010 and thereafter. This page is intended to provide general information on federal tax laws governing rollover, direct rollover, and transfer transactions. It is not intended to provide legal advice or be a detailed explanation of the rules or how such rules may apply to your individual circumstances. For specific information, you are encouraged to consult your tax or legal professional. IRS Publication 590, Individual Retirement Arrangements, and the IRS’s Web site, www.irs.gov, may also provide helpful information.
