Some inheritors of retirement accounts subject to a new 10-year payout window won't face penalties if they don't take required minimum distributions for 2023, according to guidance released last ...

If you have multiple traditional IRAs and want to do a 60-day rollover (or Roth conversion) in a year when a required minimum distribution (RMD) is due, the IRS has a surprise for you. RMDs from ...

Rolling over a 401(k) or other workplace retirement plan into an Individual Retirement Account (IRA) is very common when people change jobs or retire. Among other potential benefits, a rollover lets ...

Violating the “once per year” IRA rollover rule is an expensive mistake that cannot simply be corrected or waived. Because the IRS cannot waive a violation of the once-per-year rule, it’s especially ...

A rollover or rollover contribution is the transfer of a distribution from a qualified plan, an IRC Section 403(b) tax sheltered annuity, an individual retirement plan, or an eligible Section 457 ...

Once a distribution eligible for rollover treatment is received by a participant, the participant must make the rollover contribution within 60 days. 1 If more than one distribution is received by an ...