Rollovers from Qualified Plans to IRAs

By |2022-08-18T08:47:16-04:00August 15th, 2011|Taxation|

Deciding whether it is advantageous to roll over a qualified retirement plan account (e.g. 401(k) account) to a IRA depends on the taxpayer’s specific circumstances.  However, there are some general advantages: 1.  Postmortem Tax-deferral Opportunities. Beneficiary designations as of the date of the owner’s death control the availability of various postmortem tax-deferral opportunities.  Therefore, it [...]

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