Articles
Under the basic rollover rule, you don't have to include in your gross income any amount...
Direct transfers of IRA money are not limitedThis change won't affect your ability to transfer funds from one IRA trustee directly to another,...
How do I complete a rollover?Direct rollover – If you’re getting a distribution from a retirement plan, you can ask your...
How much can I roll over if taxes were withheld from my distribution?If you have not elected a direct rollover, in the case of a distribution from a retirement plan,...
IRA one-rollover-per-year ruleYou generally cannot make more than one rollover from the same IRA within a 1-year period. You...
Is my retirement plan required to accept rollover contributions?Your retirement plan is not required to accept rollover contributions. Check with your new plan...
Is my retirement plan required to allow transfer of any amounts eligible for a distribution?If you receive an eligible rollover distribution from your plan of $200 or more, your plan...
Rollovers of Retirement Plan and IRA DistributionsMost pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” by...
Tax consequences of the one-rollover-per-year limitBeginning in 2015, if you receive a distribution from an IRA of previously untaxed amounts:...
What happens if I don’t make any election regarding my retirement plan distribution?The plan administrator must give you a written explanation of your rollover options for the...
When should I roll over?When should I roll over? You have 60 days from the date you receive an IRA or retirement plan...
Which retirement accounts can accept rollovers?You can roll your money into almost any type of retirement plan or IRA. See the Rollover Chart...
Which types of distributions can I roll over?IRAs: You can roll over all or part of any distribution from your IRA except: A required...
Why roll over?When you roll over a retirement plan distribution, you generally don’t pay tax on it until you...
Will taxes be withheld from my distribution?IRAs: An IRA distribution paid to you is subject to 10% withholding unless you elect out of...
