By Beverly DeVeny, IRA Technical Expert
Follow Me on Twitter: @BevIRAEdSlott
IRS has released an update on their IRA rollover chart that includes language regarding the more restrictive once-per-year IRA rollover rules that take effect on January 1, 2015. You will find the chart below – make sure to utilize this with clients, prospects and for use in your own IRA planning. It includes information on rollovers from IRAs to Roth IRAs and rollovers that incorporate employer retirement plans.
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