How Many Rollovers Per Year Are Allowed? - Beacon Wealth Management

WDTV News Segment Beacon Wealth Management Solutions 4 Financial Independence with John T. Halterman. I recently transferred my IRA account twice within the same year to two different companies. Then I read an article that says you can only do one rollover per year. Does this mean he’s in trouble?

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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