Retirement

Feature

Starting Jan. 1, each account holder only gets one tax-free rollover per year, no matter how many IRAs they have.
Starting Jan. 1, each account holder only gets one tax-free rollover per year, no matter how many IRAs they have.
IRS Clarifies IRA-to-IRA Rollover Guidance

Meanwhile, Ed Slott said rollovers were a "minefield" of "rules and traps" and named five areas where advisors commonly slip up.