So many factors can impact your IRA. In 2015, Congress enacted a new rule change to prevent IRA rollover abuse.
This rule change affects basically anyone looking to do an IRA rollover, so make sure you understand it before you move forward.
In this resource, you will gain a better understanding of the 2015 IRA rule change, by:
- Exploring the reasoning behind the change
- Reviewing details of the new rollover rule
- Recognizing what this means for your IRA