IRA Express, Inc. | IRA Distributions

New Procedure Helps People Making IRA and Retirement Plan Rollovers

401(k), 60-Day Rollover, IRA Distributions, Rollover, Roth IRA, Self Directed IRA, SEP IRA, SIMPLE IRA, Traditional IRA

IR-2016-113, Aug. 24, 2016 WASHINGTON — The Internal Revenue Service today provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another...

IRA One-Rollover-Per-Year-Rule

60-Day Rollover, IRA Distributions, Rollover, Roth IRA, Self Directed IRA, SEP IRA, SIMPLE IRA, Traditional IRA

IR-2014-107, Nov. 10, 2014 WASHINGTON — The Internal Revenue Service today issued guidance clarifying the impact a 2014 individual retirement arrangement (IRA) rollover has on the one-per-year limit imposed by the Internal Revenue Code on tax-free rollovers between...

Tax-Free Transfers to Charity Renewed For IRA Owners 70½ or Older; Rollovers This Month Can Still Count For 2014

IRA Distributions

IR-2014-117, Dec. 23, 2014 WASHINGTON — Certain owners of individual retirement arrangements (IRAs) have a limited time to make tax-free transfers to eligible charities and have them count for tax-year 2014, the Internal Revenue Service said today. IRA owners age 70½...

Rule Breaker or Exception Maker?

IRA Distributions

I often get asked about exceptions to the 10% early distribution penalty for distributions taken from Traditional and Roth IRA accounts before reaching 591/2. Rather than trying to explain this in my own words I think it is best to give information taken...

New Procedure Helps People Making IRA and Retirement Plan Rollovers

IRA One-Rollover-Per-Year-Rule

Tax-Free Transfers to Charity Renewed For IRA Owners 70½ or Older; Rollovers This Month Can Still Count For 2014

Rule Breaker or Exception Maker?

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