Direct Transfers
Did the rules change for 2015 limiting rollovers including direct transfers or direct rollovers (trustee to trustee) to one per year?
Did the rules change for 2015 limiting rollovers including direct transfers or direct rollovers (trustee to trustee) to one per year?
Permalink Submitted by Jose Morales on Wed, 2014-12-31 16:50
Direct Rollovers and IRA to IRA Transfers (in which the individual has no constructive receipt of the funds) are not subject to the limitation of 1 per 12 months.