A new ruling from the IRS could mean big changes for client retirement assets.
As a result of a recent U.S. Tax Court decision, the IRS has changed its interpretation of the "once per year" IRA rollover rule to mean exactly that: Only one IRA-to-IRA rollover is permitted during a 365-day period from any of a client's IRAs.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access