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.

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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.