Managing an Existing IRA

Make an IRA contribution. Add money to an existing account for any of the following reasons:

  • Regular Contribution: Make a contribution to an existing account up to your annual contribution limit.

  • Direct Transfer: Move assets from one IRA account to another.

  • Rollover: Roll over assets from an IRA or an employer-sponsored retirement plan.

Annual Contribution Limits:

Year Under Age 50 Over Age 50
2020 $6,000 $7,000
2021 $6,000 $7,000

You can make 2021 IRA contributions until April 15, 2021.
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Make an IRA Withdrawal

Withdraw money from an existing account for any of the following reasons:

  • Make a normal withdrawal from an existing account

  • Move money through a rollover or direct transfer

  • Withdraw a previous contribution

  • Withdraw if you are disabled

  • Settle a federal tax levy

  • Cancel a new IRA within 7 days of opening it

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Add/Change Beneficiary

Naming a beneficiary is highly recommended. Without naming a beneficiary, you run the risk of having your IRA assets paid to your estate and subject to probate. Refer to your IRA plan agreement to verify how your IRA assets will be distributed.

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