Can I roll over my retirement savings from another account into Prudential?
Yes, you can roll over your retirement savings from another account into Prudential. Prudential offers a seamless rollover process that allows you to consolidate your retirement funds into a Prudential retirement account. This can be done by initiating a direct rollover or a trustee-to-trustee transfer. A direct rollover involves requesting your current retirement account provider to transfer funds directly to your new Prudential account, while a trustee-to-trustee transfer allows Prudential to coordinate the transfer on your behalf. Rolling over your savings to Prudential provides the opportunity to benefit from their wide range of investment options, personalized retirement planning services, and comprehensive financial guidance. It is advisable to consult with a Prudential representative or a financial advisor to understand the specific rollover requirements and any potential tax implications.
Answered Nov 1, 2023
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