Rollovers of Retirement Plan and IRA Distributions

Most pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” by depositing the payment in another retirement plan or IRA within 60 days. You can also have your financial institution or plan directly transfer the payment to another plan or IRA.

The Rollover Chart PDF summarizes allowable rollover transactions.

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مقالات مربوطه

Why roll over?

When you roll over a retirement plan distribution, you generally don’t pay tax on it until you...

How do I complete a rollover?

Direct rollover – If you’re getting a distribution from a retirement plan, you can ask your...

When should I roll over?

When should I roll over? You have 60 days from the date you receive an IRA or retirement plan...

IRA one-rollover-per-year rule

You generally cannot make more than one rollover from the same IRA within a 1-year period. You...

Background of the one-per-year rule

Under the basic rollover rule, you don't have to include in your gross income any amount...