IRS Reverses Long-Standing Position on One-Rollover-per-Year Rule

Category: Retirement Planning

July 17, 2014  |  

IRS Reverses Long-Standing Position on One-Rollover-per-Year Rule

The IRS has indicated that it will follow the recent Tax Court decision in Bobrow v. Commissioner, which held that a taxpayer may make only one tax-free, 60-day rollover between IRAs within each 12-month period, regardless of how many IRAs he or she maintains. However, the IRS will not apply this new interpretation to any […]

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July 8, 2014  |  

401(k) Plan Fees – Do you know what they are costing you?

Key Takeaways Despite disclosure rules adopted in 2012, 401(k) fees are still very murky and often overlooked by retirement plan participants. Hidden, seemingly innocuous fees can add up to hundreds of thousands of lost dollars over time. Employers are required to have fiduciary responsibility over their company’s retirement plans, including full disclosure of fees, expenses […]

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