Rollover rule vs custodian to custodian transfer
Just completed an actual 401K rollover from an employer plan to an IRA. The client wants to further diversify from our Schwab Advisory platform and place 15% to a 3rd party which would be a custodian to custodian transfer.
The question is, does this break the new rollover rule?
Permalink Submitted by Alan - IRA critic on Wed, 2015-04-15 20:42
No problem with the transfer. These do not count against the rollover limitation.