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Distributions - rollovers

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'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
[Guidance Overview] Two New Safe Harbor Procedures for Rollovers to Qualified Plans
[Guidance Overview] PBGC Proposes Additional Guarantee for Rollover Benefits (PDF)
[Guidance Overview] IRS Issues Guidance Facilitating Rollovers to Qualified Retirement Plans
[Official Guidance] Text of IRS Rev. Rul. 2014-9: Reasonable Belief by Administrator When Accepting Rollover into Qualified Retirement Plan (PDF)
[Official Guidance] Text of PBGC Proposed Regs: Title IV Treatment of Rollover from Defined Contribution Plan to Defined Benefit Plan
IRA Rollovers: 'One' Really Does Mean 'One' Now
The 60-Day IRA Rollover: What Can Go Wrong

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