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Distributions - rollovers


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New ACL Program to Improve Education and Financial Literacy Regarding Rollover of Retirement Accounts
How Safe from Creditors Is Your 401(k) Money If You Roll It to an IRA?
[Opinion] DOL's Proposed Best Interest Contract Exemption: How the Murky Provisions on IRA Rollovers Should Be Clarified
[Guidance Overview] Reminder: One-Rollover-Per-Year Rule for IRAs Began in 2015
Can Technology Solve the Mystery of 401(k) Fees?
Faulty Retirement Planning Advice to Cost Advisor and Firm $1.2 Million
A Way Around the Once-per-Year Restriction on IRA Rollovers
When You Shouldn't Roll Your 401(k) Balance Over to an IRA
Nine in Ten Consumers Believe Their Financial Advisor Puts Their Interests First
Text of Eighth Circuit Opinion Affirming Disqualification of IRA to Used to Fund Business Startup; Taxpayer Owes Ordinary Income Tax on Entire Amount (PDF)
[Guidance Overview] Guidance on Allocation of After-Tax Amounts to Rollovers and Proposed Changes for Designated Roth Distributions (PDF)
[Guidance Overview] The Likely Impact on Investment Advisors of the Proposed Fiduciary Regulation
[Guidance Overview] Reporting for New Airline Bankruptcy Settlement Rollovers
[Official Guidance] Text of IRS Announcement 2015-13: Reporting Airline Payment Amount Rollovers Under Public Law 113-243 (PDF)
[Guidance Overview] Clarifying the Rules on Distributions from Qualified Plans
My IRA Custodian Won't Let Me Do What?!
A Plan Participant's Checklist for Leaving Employment: Consider All Angles Before Selecting 'Rollover to IRA'
[Guidance Overview] Plan Distributions: IRS Issues Guidance on Allocation of After-Tax and Pretax Amounts
[Guidance Overview] IRS Chart of Rollover-Eligible Retirement Plans and IRA Combinations, Updated January, 2015 (PDF)
[Official Guidance] Text of IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs), for Use in Preparing 2014 Returns (PDF)
[Opinion] Inactive 401(k) Accounts Need Greater Protections
[Guidance Overview] Allocating Pretax and After-Tax Amounts to Multiple Destinations; Tracking After-Tax Amounts in Traditional IRAs (PDF)
[Guidance Overview] PBGC Issues Final Rules on Treatment of Rollovers from DC to DB Plans (PDF)
2015 Resolution: Avoid 60-Day Rollovers
[Guidance Overview] IRS FAQs Clarify Earlier Guidance on Tax Treatment of Simultaneous Distributions to Multiple Destinations
[Official Guidance] IRS Employee Plans News, December 23, 2014: Rollovers of After-Tax Contributions in Retirement Plans
What to Look for in a Rollover Provider
GAO Report on 401(k) Plans: Greater Protections Needed for Forced Transfers and Inactive Accounts
Understanding the New One-Per-Year Limit on IRA Rollovers
[Guidance Overview] PBGC Final Regs Clarify Treatment of Benefits Rolled Over from DC Plan If DB Plan Is Terminated and Trusteed by PBGC
American Airlines Settlements to Be Eligible for IRA Rollover
IRS Amends Safe Harbor Rollover Notices for Revised Allocation Rules and In-Plan Roth Conversions
[Guidance Overview] IRS Amends Safe Harbor Rollover Notices
[Guidance Overview] Understanding the New Once-per-Year 60-Day Rollover Rules for IRAs and the Exclusion for Trustee-To-Trustee Transfers
Your RMD Must Come Out of Employer Plan Before Moving Funds to an IRA
[Guidance Overview] IRS Releases Guidance on After-Tax Rollovers -- Part 2: New Rules
[Guidance Overview] PBGC Finalizes Additional Guarantee for DC Rollovers (PDF)
[Guidance Overview] IRS Updates Special Tax Notice for Retirement Plans
The Importance of Being Shrewdest: Why Plan Participants Must Read Plan Provisions Carefully
[Guidance Overview] IRS Updates Safe Harbor Explanations for Eligible Rollover Distributions (PDF)
[Guidance Overview] PBGC Removes Five-Year Phase-In Period, Guarantee Limits for Rollovers to DB Plans
PBGC Guarantees 401(k) Rollovers to DB Pensions
[Guidance Overview] Changes Issued for Tax Notices Required to Be Provided to Persons Entitled to Receive a Retirement Plan Distribution
[Official Guidance] Text of IRS Notice 2014-74: Safe Harbor Explanations -- Eligible Rollover Distribution (PDF)
[Guidance Overview] IRS Clarifies Key Rollover Question
[Official Guidance] Text of PBGC Final Regs: Title IV Treatment of Rollovers from Defined Contribution Plans to Defined Benefit Plans
[Guidance Overview] IRS Employee Plans News 2014-19, November 24, 2014 (PDF)
[Guidance Overview] IRS Chart of Rollover-Eligible Retirement Plans and IRA Combinations, Updated November 2014 (PDF)
[Guidance Overview] New IRS Rules on Direct Rollovers of Taxable and Non-Taxable Amounts Require Changes to DC Plan Administration by January 1, 2015
[Official Guidance] Text of IRS Announcement 2014-32: Application of One-Per-Year Limit on IRA Rollovers (PDF)
[Guidance Overview] IRS Clarifies Application of One-Per-Year Limit on IRA Rollovers, Allows Owners of Multiple IRAs a Fresh Start in 2015 (PDF)
IRA Rollovers Under Increasing Scrutiny
Changes Coming for the 402(f) Rollover Notice to Participants
The Art of Borrowing from Your IRA and Rolling Back in Time to Avoid Income Taxation
'4-Part Harmonization' on Rollovers
Advisor Considerations for Rollover Discussions (PDF)
How Big Is the Problem? The High Cost of Accounts Left Behind (PDF)
IRS Waives 60-Day IRA Rollover Rule Due to Taxpayer's Medical Condition
Recent IRS Guidance on Roth Rollovers Lifts Long-Standing Ambiguity
Recent Guidance Relating to Pretax and After-Tax Distributions

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