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July 11, 2014

IRS (Partially) Withdraws Proposed Rule on IRA-to-IRA Rollover

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In the update Hot off the Presses: IRA Rollover Rule Changes Coming, we highlighted a recent Tax Court interpretation of the one-per-year rule for IRA-to-IRA rollovers, and the IRS’ promise to follow the Tax Court’s interpretation.

As noted in the article, the IRS promised to “withdraw the proposed regulation and revise Publication 590 to the extent needed to follow that interpretation”.   

The IRS has begun the process, by partially withdrawing Prop Reg § 1.408-4 (b)(4)(ii) ( click to read).

We will keep you posted.

Appleby Retirement Consulting Inc.

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at http://irapublications.com. Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.

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