Browse Rollovers (Finance) topic

Subtopics (5) Laws, regulations and rules Management Planning Tax policy Taxation

Articles 1-27 out of 27 article(s) Title Author Type Date Words Using serial IRAs to stretch the 60-day rule for IRA rollovers. Takacs, Natalie Bell Aug 1, 2008 1278 Traps for the unwary: rollovers and the Sec. 338 election. Hoffenberg, Mark; Yeadon, Alexandra Jun 1, 2008 1611 Before you cash out your 401(k), check this out. Anderson, William Mar 16, 2007 503 Rollover avoids RMDs. O'Driscoll, David Mar 1, 2005 642 Mandatory Rollovers; Locating Missing Participants. Nov 9, 2004 1133 IRA rollovers after 60 days; the IRS can be lenient in certain circumstances. Laffie, Lesli S. Aug 1, 2004 526 Planning for individual NOLs: converting to a Roth IRA. Randolph, David W. Aug 1, 2004 1495 Taxpayer-friendly guidance on the 60-day IRA rollover waiver. Tillinger, Janet W. Aug 1, 2004 1544 Timing restrictions do not apply to distributions of rollover contributions. O'Driscoll, David Apr 1, 2004 939 SESOP may repurchase stock distributed in IRA rollover. O'Driscoll, David Apr 1, 2004 344 Surviving spouse can roll over retirement plan left to deceased spouse's estate. O'Driscoll, David Jan 1, 2004 717 Let it roll: Reginald Bowser bends over backward to create convenient 401(k) transfers. Wade, Marcia A. Dec 1, 2003 490 Plan distributions from SESOPs. O'Connell, Frank J., Jr. Sep 1, 2003 439 IRS Issues Guidance on Waiver of 60-Day Rollover Requirement. Jan 20, 2003 528 IRA rollovers of S Stock. O'Connell, Frank J., Jr. Sep 1, 2001 777 Employers may provide IRA rollover as default option for small plan balances. Lerman, Jerry L. Apr 1, 2001 587 Erroneous plan distributions and the 60-day rollover period. Haskell, Arnold L. Oct 1, 1998 740 Improper rollovers. Lynch, Michael Jun 1, 1998 383 Tax-deferred 401(k) distributions. Lynch, Michael Brief Article Sep 1, 1997 326 Tax planning opportunities for distributions of employer securities from qualified retirement plans. Horvath, David S. Sep 1, 1997 675 Legal. Collins, Michael J. Dec 1, 1996 293 Eligible rollover distributions. Daum, Timothy A. Sep 1, 1996 663 Rolling over those IRAs. Nov 1, 1994 1096 Spousal rollover rights when trust is qualified plan beneficiary. Bachan, Michael P. Jul 1, 1994 634 Withholding on retirement plan distributions. Brief Article May 1, 1993 387 IRS issues regulations and safe harbor notice on new rollover and withholding rules. Lockwood, Charles Apr 1, 1993 1159 Distributions from closing banks. Green, Gary L., Jr.; Berkery, Peter M., Jr. Feb 1, 1992 274