Statements (23)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Individual Retirement Account
|
| gptkbp:cannotReceiveFundsFrom |
gptkb:Roth_IRA
|
| gptkbp:canReceiveFundsFrom |
gptkb:401(k)
gptkb:403(b) gptkb:457(b) qualified retirement plan |
| gptkbp:compatibleWith |
annual contribution limits (for rollovers)
|
| gptkbp:convertedTo |
gptkb:Roth_IRA
|
| gptkbp:createdBy |
rollover transaction
|
| gptkbp:establishedBy |
single
|
| https://www.w3.org/2000/01/rdf-schema#label |
Rollover IRA
|
| gptkbp:isA |
Individual Retirement Account
tax-advantaged account |
| gptkbp:owner |
single
|
| gptkbp:penaltyForEarlyWithdrawal |
10% before age 59½ (exceptions apply)
|
| gptkbp:regulates |
gptkb:Internal_Revenue_Service
|
| gptkbp:subject |
required minimum distributions
IRS rollover rules |
| gptkbp:taxStatus |
tax-deferred
|
| gptkbp:usedFor |
preserving tax-deferred status
transferring retirement funds |
| gptkbp:bfsParent |
gptkb:Schwab_Intelligent_Portfolios
|
| gptkbp:bfsLayer |
6
|