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vkmn2

Guest
My mom is 64 and is unhappy with the investor that my Dad chose along time ago. My Dad passed away 2 years ago and she want's to take her money out and put it with another investor, can she do that without being taxed?Vkmn2
 


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David J. Miller

Guest
Yes, you can usually rollover your assets into another qualified retirement plan without being penalized or taxed on the gain.
 
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vkmn2

Guest
Mr.Miller thank you for your reply, I will tell my mother about that. Vkmn2
 
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