trustee-to-trustee transfer

Common Confusions with the Once-Per-Year Rollover Rule

Monday, October 23, 2023
The once-per-year IRA rollover rule sounds pretty easy to understand. You may only do one IRA-to-IRA (or Roth IRA-to-Roth IRA rollover) per year (365 days). However, this rule is often misunderstood.One common confusion about the once-per-year rollover rule is whether multiple distributions or multiple deposits will trip you up.
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Fix Your 60-Day Rollover Mistake! IRS Releases New Guidance

Friday, August 26, 2016
In one fell swoop, the IRS has just saved thousands of IRAs from the harsh bite of needless and accelerated taxation. On Wednesday August 24, 2016, the IRS released Revenue Procedure 2016-47, which allows you to complete a late 60-day rollover of retirement funds using a self-certification. Here's what this means for retirement account owners.
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Can I Make This Tax-Free IRA Rollover?

Friday, October 16, 2015
This week's Slott Report Mailbag answers a question about the IRA rollover procedure compared to trustee-to-trustee transfers and examines the Back-Door Roth IRA strategy. Open this week's mail to read the answers to questions about these two key IRA planning processes.
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IRA Trustee Must Know Answers to These 15 Questions

Friday, September 11, 2015
In most cases, an IRA owner who names a trust as the beneficiary of their IRA names either the spouse or a child as the trustee of the trust. This may not be the best option, especially if they cannot answer the following 15 questions.
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New Rules to Know Before Moving Your IRA

Monday, August 24, 2015
If you are an IRA owner looking for the best investment option, there are new rules in 2015 that you will want to know before moving your IRA. If you make an error in your effort to maximize the return on your IRA, you may end up with your entire IRA being distributed and taxable to you.
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How Many Trustee-to-Trustee Transfers Can I Make in One Year?

Thursday, August 20, 2015
This week's Slott Report Mailbag looks at the proper titling on the IRA beneficiary form - and the headaches that ensue when the beneficiary form isn't properly filled out to meet the desires of the deceased and/or their beneficiaries - and answers how many trustee-to-trustee transfers an IRA account owner can do in one year.
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