Another Change in the Rollover Rules

November 13, 2014

We have further guidance from the IRS on another change in the rollover rules. This one has to do with the rule saying you have to wait a year after doing a 60-day rollover from one IRA to another before you do another. The IRS announced earlier this year that it would apply a stricter interpretation of the rule beginningĀ in 2015. A November 2014 announcement clarifies the earlier guidance.

details: One Rollover Per Year

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