The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies

URL:  https://boards.fool.com/-let-me-confirm-that-aj-is-correct-on-the-one-34520708.aspx

Subject:  Re: Distribution from pension to IRA Date:  5/29/2020  1:21 AM
Author:  vkg Number:  130716 of 131139

. Let me confirm that aj is correct on the one non-trustee-to-trustee rollover per year rule.

One rollover per 12 months not calendar year.

A trustee-to-trustee move is not considered a rollover.
Copyright 1996-2020 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us