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Distributions - rollovers


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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
[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] Text of 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

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