JC Grason

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Special Client Notice Regarding Changes to IRA Rollover Rules

The IRS recently issued new guidance about the rules governing rollovers* from Individual Retirement Accounts (IRAs)[i]. The new regulations state that IRA owners will only be allowed one 60-day rollover per 12-month period, regardless of how many IRAs they own. Prior to this update, the IRS had permitted taxpayers to take one rollover every year for each of their IRAs.

  • New IRA Rollover Rules New IRA Rollover Rules (361 KB)

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