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2. 60-day rollover rule: What retirement investors need to know

   www.aol.com/finance/60-day-rollover-rule...

   The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

3. Everything You Need to Know About IRA Rollover Rules

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   Since you can rollover funds from one account to the same type of account, the 60-day rollover rule allows you to borrow funds from your IRA without penalty and interest-free. While many 401(k ...

4. The IRS just updated the rules for inherited IRAs. What heirs ...

   www.aol.com/finance/irs-just-updated-rules...

   For example, while most non-spouse beneficiaries must spend down the accounts in 10 years, they only have a required minimum distribution (RMD) each year if the decedent was past the RMD age.

5. Required minimum distribution - Wikipedia

   en.wikipedia.org/wiki/Required_minimum_distribution

   Legislation passed in 2006 allows qualified retirement plans to be amended to offer a "nonspouse rollover". If the rollover is available, a beneficiary may make a direct transfer of the funds to an inherited IRA, which must be in the name of the decedent for the benefit of the named beneficiary. This became effective beginning in 2007.

6. Inherited IRA rules: 7 things all beneficiaries must know - AOL

   www.aol.com/finance/inherited-ira-rules-7-things...

   An inherited IRA may be taxable, depending on the type. If you inherit a Roth IRA, you’re free of taxes. But with a traditional IRA, any amount you withdraw is subject to ordinary income taxes.

7. Individual retirement account - Wikipedia

   en.wikipedia.org/wiki/Individual_retirement_account

   The rules regarding IRA rollovers and transfers allow the IRA owner to perform an "indirect rollover" to another IRA. An indirect rollover can be used to temporarily "borrow" money from the IRA, once in a twelve-month period. The money must be placed in an IRA arrangement within 60 days, or the transaction will be deemed an early withdrawal ...

8. What taxes are due on a Roth IRA conversion? - AOL

   www.aol.com/finance/taxes-due-roth-ira...

   An indirect rollover: An indirect rollover is where you receive a distribution from the old financial institution and then transfer it yourself to your Roth IRA within 60 days. A trustee-to ...

9. Rules for Withdrawing From an Inherited Roth IRA - AOL

   www.aol.com/finance/rules-withdrawing-inherited...

   Inherited Roth IRA: Beneficiaries can usually make withdrawals penalty and tax-free. However, there are many inherited IRA rules that might affect this as well. However, there are many inherited ...