IRA ROLLOVERS

IRA ROLLOVERS

IMPORTANT INFORMATION REGARDING IRA ROLLOVERS:

The IRS is changing its long-standing position on the one-per-12 month rule for IRA rollovers. When the IRS applies its new interpretation (presumably January 1, 2015), an IRA owner may complete only one IRA rollover in any 12-month period, regardless of how many IRAs he/she owns.

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