A traditional IRA is a personal savings plan that gives you tax advantages for
setting aside ... Transfer of assets from an employer-sponsored plan, such as a
401(k), 403(b), ... Donald J. Puff, Financial Advisors and GWN Securities Inc. are
No matter what your retirement strategy, Merrill Edge<sup>®</sup> offers many types of
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www.banktr.com/sites/default/files/files/Jan 2015 FN-530.pdf
are nearly always the result of a rollover from an ... to a traditional IRA and the
balance to a Roth IRA. Continued on next page. IRA RO. L. LO. VE. R ... You don'
t have to be retired to benefit from these financial services, but if you have.