Monthly Archives: November 2014

New IRA Transfer Rules for 2015

New IRA Transfer Rules for 2015

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Beginning January 1, 2015, the IRS is taking a new position with respect to the number of tax-free IRA rollovers that can be done in any 365-day period. The new position is based upon a Tax Court holding (“Bobrow v. Commissioner,” T.C. Memo 2014-21) that a person may only roll(…)

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