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IRS Finalizes Helpful Roth Account Rollover Guidance
Willis Towers Watson 
[Guidance Overview] July 12, 2016 "The amended regulations will enable participants to avoid current taxation on partial rollovers of nonqualified distributions from designated Roth accounts. While the IRS made the final rule retroactive to January 1, 2016, taxpayers may optionally apply it beginning September 18, 2014. Sponsors will need to update the 'safe harbor' rollover explanation given to recipients of eligible rollover distributions from designated Roth accounts." MORE >> |
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