Conduit IRA

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Dictionary Says

Definition of 'Conduit IRA'

A traditional IRA that holds only assets that were distributed from a qualified plan. Typically, the intention of using this type of plan is to store assets until they can be rolled into  a new employer's qualified plan.
Investopedia Says

Investopedia explains 'Conduit IRA'

Should any other assets be commingled with the assets in a conduit IRA, the IRA will lose its conduit status and the assets are no longer eligible for capital gains and forward averaging tax treatments. There is no limit on the contributions transferred to a conduit IRA.
Search results for

'Conduit IRA'

  • How do I use a conduit IRA?

    http://www.investopedia.com/ask/answers/09/how-use-conduit-ira.asp
    ... Feedback Feedback. How do I use a conduit IRA? ... When someone sets up an IRA
    for this purpose it is referred to as a “conduit IRA”. ...

  • Wealth-Building IRA Rollovers

    http://www.investopedia.com/articles/retirement/09/ira-qualified-plan-rollover.asp
    ... The main types of rollovers are the conduit IRA, the direct rollover, the indirect
    rollover, the spousal beneficiary rollover, and the non-spouse beneficiary ...

  • Combining Your Plan Assets? Not So Fast!

    http://www.investopedia.com/articles/retirement/03/051403.asp
    ... were allowed to roll over an IRA to a qualified-plan account, only if those IRA
    assets originated from a qualified plan and were maintained in a conduit IRA. ...

  • Retirement Frequently Asked Questions | Investopedia

    http://www.investopedia.com/ask/retirement
    ... View Answer; How do I use a conduit IRA? View Answer; Do I still have to pay penalties
    and taxes on money that I don't roll over from a DROP fund? View Answer; ...

  • Retirement Frequently Asked Questions | Investopedia

    http://www.investopedia.com/ask/retirement/
    ... View Answer; How do I use a conduit IRA? View Answer; Do I still have to pay penalties
    and taxes on money that I don't roll over from a DROP fund? View Answer; ...

  • Personal Finance Frequently Asked Questions | Investopedia

    http://www.investopedia.com/ask/pf/
    ... of England (BoE)? View Answer; How do I use a conduit IRA? View Answer; How
    often do exchange rates fluctuate? View Answer; Do I still ...

  • Personal Finance Frequently Asked Questions | Investopedia

    http://www.investopedia.com/ask/pf
    ... of England (BoE)? View Answer; How do I use a conduit IRA? View Answer; How
    often do exchange rates fluctuate? View Answer; Do I still ...

  • Designating A Minor As An IRA Beneficiary

    http://www.investopedia.com/articles/retirement/09/minor-as-ira-beneficiary.asp
    ... A "conduit" trust would siphon the distributions directly from the IRA to the minor
    so that the trust is not taxed (a situation you want to avoid whenever ...

  • Asset Distributions A Key Consideration For Retirees

    http://www.investopedia.com/articles/retirement/08/qualified-plan-distributions.asp
    ... and roll the funds over into another qualified plan or an IRA, the tax implications
    will depend on the type of rollover selected (conduit, direct, etc.). ...

  • Series 26 Study Guide - Mutual Fund Accounts - Mutual Fund ...

    http://www.investopedia.com/exam-guide/series-26/mutual-fund-accounts/mutual-fund-taxation.asp
    ... on the fund) may be lowered in certain instances, such as for IRA (or other ... Instead,
    the mutual fund serves as a conduit - or pass-through - to the mutual fund ...

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