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3 articles found
Investing
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Why Your Brokerage Moved Your Account to a New Clearing Firm
A clearing firm transfer moves custody, not your account relationship. SIPC coverage continues, but cost-basis records can be lost and margin agreements must
Taxes
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Do I Have to Pay Taxes on a 401(k) Rollover From a Former Employer?
A direct trustee-to-trustee 401(k) rollover is not taxable. An indirect rollover forces you to replace the 20% withheld within 60 days, or the withheld amount
Retirement
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How Long Does a 401k Rollover Actually Take After Leaving a Job?
A direct 401k rollover typically takes 1–3 weeks, while plan-to-plan transfers run 30–90 days. The 60-day rollover clock starts when you receive the funds, and