IRS Modifies Safe Harbor Explanations for Rollovers
The modifications take into consideration changes related to qualified plan loan offsets and other statutory changes.
Tag: retirement plan rollovers
(b)lines Ask the Experts – Direct Rollovers for 403(b) Plans Funded by 403(b)(7) Custodial Accounts
“Is a custodial account 403(b) plan under IRC 403(b)(7) an “eligible retirement plan” for purposes of the direct rollover rules? Would it matter if the custodial 403(b) were the distributing or the receiving plan?”