Here are four rollover
situations that might be of interest to financial professionals.
Roth 401(k) accounts represent about 12 percent of all 401(k) accounts, yet only 8 percent of all 401(k) rollovers
The DOL's new fiduciary rule supersedes and replaces the DOL's existing rollover
guidance as articulated in Advisory Opinion 2005-23A.
Zhang expects to build, based on his computer model, a rollover
dummy prototype sometime in 2016.
This operation known as the Tom/Next Rollover
) is applied to spot positions held at 17:00 Eastern Standard Time (New York time) on any given trading day.
The IRS stressed that as its guidance makes clear, "a rollover
between an individual's Roth IRAs will preclude a separate tax-free rollover
within the one-year period between the individual's traditional IRAs, and vice versa.
The GAO observed that although service providers offer participants a great deal of assistance for IRA rollovers
, relatively little support is provided for plan-to-plan rollovers
Whether the taxpayer has the (after-tax) savings available to pay the income taxes associated with the in-plan rollover
Cerulli's research finds that rollovers
present an opportunity for both IRA providers and defined contribution plan recordkeepers.
The whole fixation on the rollover
event [by advisers] is losing sight of the forest for the trees.
FiPath's Express Rollover
Center gives consumers the ability to quickly and easily sort through multiple rollover
options to determine which option is the best match for them.
Notice 2009-75, which applies to rollover
distributions from qualified plans under Secs.