Tax Strategy

Working with the 'new' one-year/one-rollover rule


Individuals move assets from one retirement plan to another for a number of reasons. These can vary from account consolidation, a change in employment status, a change in the type of retirement account desired and better investment advice, to lower fees, divorce allocations and more.

Get access to this article and thousands more...

All Accounting Today articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, podcasts, blog discussions, and conference discounts. Registered members may also choose to receive our exclusive Tax Pro Today e-newsletters covering the latest breaking news, opinions from industry leaders and developing trends.

Register now for FREE site access and more