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We can Help you Manage your Retirement Assets
Whether you are changing employers, consolidating your retirement accounts or beginning your retirement, Reliance Trust can handle both your IRA and 401(k) rollover needs. As one of the largest independent trust companies in the United States, we manage and administer assets in the billions of dollars. We provide unbiased investment advice, comprehensive resources and a broad range of retirement investments to help grow and protect your retirement income. Our consultants can work with you to help create the right solution for your retirement needs.
Contact Us Today
To speak with a rollover specialist, please call us at 800-749-0752.
Rolling Over Funds from a Traditional to a Roth IRA
You can move your money from a Traditional IRA to a Roth IRA if:
- You pay taxes on all the pre-tax dollars you convert; and
- The rollover is completed within 60 days; and
- For conversions processed in 2010, you may pay the total taxes owed equally in 2011 & 2012
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