IRA Rollover Considerations
Alerus does not provide legal or tax advice. Please consult your legal or tax advisor, to determine how this information may apply to your own situation. Be sure to consider the benefits and limitations of all your options regarding the handling of your assets. You must consider services offered, potential withdrawal penalties, treatment of employer stock, fees and expenses, protection from creditors, required minimum distribution rules, and the range of available investments. Discuss rollover options with your tax advisor for tax considerations.