News & Articles

IRS Allows Exceptions for Missed Retirement Account Rollover Deadlines

Posted on Mon, Jul 11, 2016

You may know about the 60-day window for making tax-free rollovers of funds withdrawn from your IRA or other tax-favored retirement account. Here are a couple of things you might not know about the deadline:

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Tags: IRA Rollover, Direct Rollover, IRS, Taxes, IRA

Avoid Retirement Account Rollover Pitfalls

Posted on Mon, May 19, 2014

After retiring or leaving a job, your first big tax question might be: What should I do with the money in qualified retirement plan accounts with my former employer? These accounts include 401(k)s, profit-sharing plans and stock bonus plans. The standard advice is to roll everything over into an IRA. That advice generally makes sense, because you can take over management of your retirement funds while continuing to defer taxes on the income generated.

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Tags: EHTC Article, Retirement, 401k Plan, IRA Rollover, Federal Taxes, Individual's IRAs, Direct Rollover, Articles, Taxes