The IRS provides a handy chart detailing which types of accounts are eligible for rollovers (left column) and what types of accounts you can roll them into (top row). Data source: IRS. Can I Roll ...

Unfortunately, though, the IRS notice does not clarify whether NEDBs who missed their RMDs will be required in the future to make them up. Rollover Deadline for "Inadvertent" Distributions ...

Such a rollover must be done as a direct rollover. Appleby: IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs A direct rollover from an employer plan occurs when the plan ...

While a nonspouse beneficiary may not roll over a distribution from an inherited account, the IRS made a technical exception by allowing beneficiaries to “repay” their inherited accounts for ...