IRS Announces New IRA Rollover Limitation

2016-12-14T17:06:31-08:00

A tax court ruling raises eyebrows & leads to a decision that may affect you.  What was once allowed is now prohibited. In 2008, an affluent New York City couple made a series of withdrawals and transfers among contributory IRAs, rollover IRAs and non-IRA investment accounts, all with the long-established 60-day deadline for tax-free IRA [...]