IRA Rollover Mistakes and Exceptions: EDU #2542 Podcast Por  arte de portada

IRA Rollover Mistakes and Exceptions: EDU #2542

IRA Rollover Mistakes and Exceptions: EDU #2542

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Chris’s SummaryJim and I walk through common IRA rollover mistakes and clarify the once-per-year rollover rule, including exceptions for Roth conversions and employer plan transfers. We explain the differences between direct and indirect rollovers, how constructive receipt is determined, and when a spousal rollover might cause unexpected tax penalties. We also outline when 60-day rollovers […]

The post IRA Rollover Mistakes and Exceptions: EDU #2542 appeared first on The Retirement and IRA Show.

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