It's important that you understand where you can rollover your IRA or 401k. But it can be complicated! So we created this IRA Rollover Chart to help ... account types. The IRS has very specific ...

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). Source: IRS. Can I Roll Over ...

Key Point: A rollover to a Roth IRA triggers a taxable event, so this option is ideal when you expect to be in a lower tax bracket in the year of conversion. A spousal inherited IRA can be a ...

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 ...

IRS finally issued final regulations in July 2024 that explain how the inherited IRA 10-year rule works. And, to the dismay of many, the IRS kept this controversial distinction in place ...