Updated IRS Rollover Chart for 2015

The IRS has just released their updated IRA and retirement plan rollover chart that includes new language regarding the recently released more restrictive “once-per-year” IRA rollover rules that take effect on January 1, 2015. The linked Rollover Chart lists the information related to allowable rollovers and transfers to and from IRAs, Roth IRAs and rollovers from various employer retirement plans.

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