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Sep 29, 2016 8:32:00 AM
The IRS has released new guidance to help taxpayers avoid taxes and penalties for late rollovers of distributions from employer-sponsored retirement plans and individual retirement accounts (IRAs). Ordinarily, such rollovers must be completed within 60 days to be considered valid. The new guidance establishes a process for taxpayers who miss the 60-day rollover window for any one of 11 different reasons to correct the error.
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Topics: ira rollover, ira, employee benefit plan, individual retirement accounts, retirement plan, irs rev proc 2016-47
Apr 17, 2014 12:37:00 PM
An IRA rollover is a popular way of retaining investment flexibility and tax benefits when switching from one Individual Retirement Account to another.
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Topics: tax planning,, retirement planning, ira rollover, ira