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New "One Transfer per Year Rule" Impacts IRA Rollovers

January 17, 2015 / by Steve Schultz

SPS_MKTG_Headshot_SchultzIf you missed this headline in the bustle of the holidays, you may want to take a look now. As of January 1, 2015, the IRS has made changes to the IRA rollover rules in the wake of the U.S. Tax Court's decision in Bobrow v. Commissioner.

The devil is in the details, but an alert from Alexander Aronson and Finning lays out the new rules. Check out their article for an understanding of the changes and how they might impact you.

Stephen Schultz is vice president of franchise development at Supporting Strategies.

Topics: Small Business Advice

Steve Schultz

Written by Steve Schultz