An IRA-to-IRA rollover occurs when you take a distribution from an IRA and subsequently roll part or all of the assets to another eligible IRA or back to the same IRA. A distribution and subsequent rollover allow you to 'use' or 'control' the assets for a period of time but this transaction does come with rules. To learn more about IRA-to-IRA rollovers, their limitations and effects contact a UBTC IRA specialist in our Alden, Dows, Hampton or Sheffield offices.
In the last decade cyber-frauds have arisen using increasingly sophisticated technologies... all aimed at separating you from your money. For a review of today's most pevalent frauds, with some advice for keeping your private informaton secure, click here to view the full Schemes Scams & Frauds brochure.
Most people file their tax return because they have to, but even if you don’t, there are times when you should. You may be eligible for a tax refund and not know it. This year, there are a few new rules for some who must file. Here are six tax tips to help you find out if you should file a tax return:
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As mortgage rates continue to remain low and the housing economy improves, UBTC can help you navigate challenges associated with choosing a home, including deciding what is affordable and whether to rent or buy. Before pursuing a rental or homeownership opportunity, consider the following questions:
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