Rollovers into an IRA

We Can Help You Manage Your Retirement Assets

Whether you are changing employers, consolidating your retirement accounts or beginning your retirement, TMI can handle both your IRA and your 401(k) rollover needs. We provide unbiased investment advice, comprehensive resources and a broad range of retirement investments to help grow and protect your retirement income. Our consultants can work with you to help create the right solution for your retirement needs.


Rolling Funds from a Traditional to a Roth IRA

You can move your money from a Traditional IRA to a Roth IRA if:

  • You pay taxes on all the pretax dollars you convert
  • The rollover is completed within 60 days
  • You file a joint income tax return if you are married


Learn More

To learn more about our IRA services, please contact one of our experienced IRA consultants at or by phone at one of our locations:


Texas Office – IRA Department:  800-580-2933

Georgia Office – IRA Department:  800-262-2429


You can also visit the IRS website for additional information on minimums and distributions for rollover IRAs by clicking here.