IRA Rollovers: Important Rule Changes

We have historically recommended that clients do trustee-to-trustee transfers when transferring assets from 401(k) to IRAs. But a recent ruling gives you yet another reason to avoid taking a check and along with it, the responsibility of making the rollover within a short window of time to avoid penalties. Please see http://www.usatoday.com/story/money/personalfinance/2014/04/06/irs-ira-rule-change-rollover/7317035/ for a summary. […]

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