On Form A, the total distribution goes on line 11a and the amount you didn't roll over, if any, goes on line 11b. For Form , the total distribution goes on line 15a and the amount you didn't roll over, if any, goes on line 15b. After completing a rollover from or to an IRA, you have to wait at least 12 months before you can roll over another distribution from that same IRA. For example, if you start a rollover on February 1, , you can't roll over any distribution from that same IRA before February 1, But, if you take a distribution from a different IRA, you can still roll over that withdrawal.
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These returns cover a period from and were examined and attested by Baker Tilly, an independent accounting firm. Visit performance for information about the performance numbers displayed above.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. The performance data contained herein represents past performance which does not guarantee future results.
Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted. For performance information current to the most recent month end, please contact us.
Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p. Market price returns do not represent the returns an investor would receive if shares were traded at other times. Returns include fees and applicable loads. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date.
Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. This and other information may be found in each fund's prospectus or summary prospectus, if available.
Always read the prospectus or summary prospectus carefully before you invest or send money. Prospectuses can be obtained by contacting us. Expense Ratio — Gross Expense Ratio is the total annual operating expense before waivers or reimbursements from the fund's most recent prospectus. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. Banking products are provided by Bank of America, N.
Merrill Lynch Life Agency Inc. Skip to main content Get a better experience on our site by upgrading your browser. Review recommended browsers. Select link to get a quote. Type a symbol or company name and press Enter. How Are We Different? Help When You Want It. Find a local Merrill Financial Solutions Advisor franchise bankofamerica.
Schedule an appointment. Ways to Manage Accounts. Investment Accounts. Life Planning. That's the amount you must withdraw each year. Sound too good to be true? The method is certainly not without risks. So there's no changing your mind.
So it's generally not a great idea if you're under
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