IRS Releases Updated Rollover Chart

Monday, December 01, 2014

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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