Posts Tagged ‘IRA Rollover’

How Will the One-Per-Year IRA Rollover Rule Apply in 2015?

Early this year the U.S. Tax Court ruled that the “one-per-year” IRA rollover rule applies to all of an individual’s IRAs, in aggregate, not to each separately. The IRS has backed the court’s decision and offered guidance as to how the new rule will affect rollovers completed in 2014 as well as new rollovers initiated…

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