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IRS Releases New Forms to Simplify IRA Rollovers
News August 12, 2026 at 01:44 PM
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What You Need To Know
- The new guidance, required by the Secure 2.0 Act, could help advisors and clients "avoid rollover errors and headaches," Ed Slott says.
- The IRS wants to encourage retirement plans to make direct rollovers electronically instead of issuing paper checks.
- The agency is looking for feedback on the forms, which are for rollovers between retirement plans or between a retirement plan and an IRA.
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