Featured Jobs
|
Pattison Pension
|
|
DWC - The 401(k) Experts
|
|
Sentinel Group
|
|
Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
|
|
MAP Retirement
|
|
BPAS
|
|
Plan Administrator, Defined Benefit & Cash Balance The Pension Source
|
|
MAP Retirement
|
|
Retirement Relationship Manager MAP Retirement
|
|
Strategic Retirement Plan Consultant Retirement Plan Consultants
|
|
Regional Vice President, Sales MAP Retirement
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Reminder: One-Rollover-Per-Year Rule for IRAs Began in 2015
EisnerAmper 
[Guidance Overview] July 15, 2015
"[B]eginning this year, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own.... The one-rollover-per-year limitation is applied by aggregating all of an individual's IRAs, including SEP and SIMPLE IRAs, as well as traditional and Roth IRAs, effectively treating them as one IRA for purposes of the limit."
|
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |