Moving retirement accounts
The distribution, rollover, Roth conversion, and transfer rules apply to tax-deferred retirement accounts.
If you are required to share your retirement accounts with your spouse (or former) as a result of a divorce or legal separation, it should
Important: The Tax Cuts and Jobs Act of 2017 repealed the option to recharacterize Roth conversions, for Roth conversions done after 2017. As such,
October 15, 2020 is the deadline by which recharacterizations of 2019 regular Roth and Traditional IRA contributions must be completed October 15, 2020 is the