New integrations make filling out Form 1099s and rollovers to individual retirement accounts (IRAs) automatic.
Tag: retirement plan rollovers
The modifications take into consideration changes related to qualified plan loan offsets and other statutory changes.
“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?”