IRA Transfer
What is an IRA Transfer?
The term IRA Transfer is used to describe a transfer of assets from an IRA at one financial institution to an IRA at a different institution. A direct transfer from one financial institution to another via a custodian-to-custodian transfer is made tax free and there no tax liability.
If you elect to transfer your IRA, a BCM financial advisor would help you choose a portfolio that is based on your specific investment objectives. Your new portfolio will be created by selecting from stocks, bonds, institutional money managers and over 10,000 mutual funds. Also, our advice is objective because BCM has no proprietary products.
Learn more about an IRA Transfer.
How Can BCM Help You?
Beacon Capital Management Advisors (BCM) is experienced in helping individual investors rollover their retirement plan from a previous employer to an IRA and we welcome the opportunity for you to speak to a BCM Advisor to learn more about the rollover services we provide to our clients. BCM is registered in 50 States. Complete the form below and a BCM Advisor will promptly respond to your inquiry.
Disclosures:
*The information on this page is for informational purposes only and does not constitute, and should not be construed as, professional, legal or tax advice. To determine your individual tax situation and specific needs, please consult a professional tax advisor.
*Information contained in these sections merely highlight some benefits. There are risks involved with all investments that could include tax penalties and risk/loss of principal.
