Guest cebrooks Posted January 3, 1999 Posted January 3, 1999 Does the 1 year rule apply to roth trustee to trustee custodianship (If dissatisfied with one trustee's performance)?
BPickerCPA Posted January 3, 1999 Posted January 3, 1999 The one per year rule applies to rollovers, not to trustee to trustee transfers. It also does not apply to IRA to Roth rollovers. So you can change trustees as often as you want, in a trustee to trustee transfer. Barry Picker, CPA/PFS, CFP New York, NY www.BPickerCPA.com
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