Archive for April, 2014

IRS Announces New IRA Rollover Limitation

  • by April Harper on Apr 30, 2014
  • Posted on Our Blog
  • Comments Off on IRS Announces New IRA Rollover Limitation

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 […]

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