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Distributions - rollovers


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[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
[Guidance Overview] Changes to Allocation Rules for Distributions Including After-Tax Amounts (PDF)
[Guidance Overview] New Allocation Rules for Roth Account Rollovers
[Guidance Overview] IRS Guidance Relaxes Allocation Rules Making After-Tax Rollovers Easier
[Guidance Overview] IRS Reaches a Split Decision on Rollover Allocation Rules
[Guidance Overview] IRS Provides Flexibility for Allocating the Pre-Tax and After-Tax Portions of a Distribution Made to Multiple Destinations
[Guidance Overview] IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion
[Guidance Overview] IRS Issues Proposed Rules on Allocation of After-Tax Amounts from Roth Accounts
[Guidance Overview] Changes Proposed to Allocation Rules for Rollovers
IRS Shifts Course with New Rollover Distribution Rule
[Guidance Overview] IRS Notice 2014-54 Allows Splitting Pretax and After-Tax Amounts by Direct Rollover
[Official Guidance] IRS Notice 2014-54: Guidance on Allocation of After-Tax Amounts to Rollovers (PDF)
IRS Rules Verbal Request a Timely IRA or ESA Contribution
IRS Allows Spouses to Roll Inherited IRAs Through Own Trusts to Their IRAs
What New IRS Rules Mean for Your Retirement Account
[Opinion] Text of Testimony on Behalf of Pension Right Center to ERISA Advisory Council: Issues and Considerations Around Facilitating Lifetime Plan Participation (PDF)
Five Retirement Account Creditor Protection Myths ... And the Real Facts
[Opinion] Former DOL Deputy Director Declares Scandal in IRA Rollovers
Brokers Lure Soldiers Out of Low-Fee Federal Retirement Plan
[Guidance Overview] Accepting Rollover Contributions Now Easier for Retirement Plans
Eighth Circuit Reverses Tax Court's Denial of Taxpayer's Partial Rollover Contribution
[Guidance Overview] IRS Provides New Safe Harbors for Validation of Rollover Contributions (PDF)
[Guidance Overview] IRS Issues Guidance on In-Plan Roth Rollovers and Latest Cumulative List (PDF)
[Guidance Overview] IRS Provides Guidance on Expanded In-Plan Roth Rollover Feature (PDF)
What NOT to Do When a Trust is the IRA Beneficiary
Estate as Beneficiary: IRA vs. Qualified Plan
An Inherited IRA Is Not a 'Retirement' Account for Purposes of Bankruptcy Protection
Take it or Leave it? What Older Workers Do with Their 401(k) Balances (PDF)
[Guidance Overview] Plan-to-Plan Rollover Guidance Issued by IRS
IRA Balances, Contributions, and Rollovers, 2012 (PDF)
[Opinion] More Musings on the New IRA Rollover Limitation
Where Should You Convert -- Roth IRA or Roth 401(k)?
Tax Court Declines to Revisit Bobrow
Rollover Rule Change Will Cause Trouble
[Guidance Overview] A Plan Administrator's 'Due Diligence' Obligations for Rollover Contributions
[Guidance Overview] IRS Relaxes Rollover Rules for Receiving Plans -- Or Does It?
IRS Safe Harbor for Accepting Rollover Contributions: on the Interplay Between Rev. Rul. 2014-9 and Form 5310
IRS Defers Effective Date of Bobrow Decision to 2015 Distributions
Helping Plan Participants to Choose Between Annuities and Lump Sums
[Guidance Overview] FINRA's 'Reminder' About Rollovers Is News to Many
What to Do With Your 401(k) When You Retire
[Guidance Overview] IRS Ruling Streamlines Plans' Acceptance of Rollover Contributions
Would an Expanded Fiduciary Definition Lead to Billions in Retirement Cash-Outs?
Chart of Rollover-Eligible Retirement Plans and IRA Combinations (PDF)
[Opinion] Mountains of Paperwork Make 401(k) Transfers a Tough Hill to Climb
[Guidance Overview] IRS Offers Two New Due Diligence Safe Harbor Procedures for Accepting Rollovers into Qualified Plans
[Guidance Overview] IRS Rev. Rul. 2014-9 Offers Rollover Due Diligence Safe Harbor (PDF)
[Guidance Overview] IRS Expands In-Plan Roth Rollovers

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