Find out how and when to roll over your retirement plan or IRA to another retirement plan or IRA. Review a chart of allowable rollover transactions.

Topic no. 413, Rollovers from retirement plansA rollover occurs when you withdraw cash or other assets from one eligible retirement plan and contribute all or part of it, within 60 days, to another eligible …

A transfer of pretax amounts to one destination and after-tax amounts to another could have been done through a 60-day rollover, but the distribution was subject to mandatory 20% withholding on the …

Are the basic investment rules different for SEPs and SIMPLE IRA plans? The basic investment vehicle for each of these plans is an IRA, and the investment restrictions apply equally to all types of IRAs. …

Aug 26, 2025 · There are many requirements to make a valid rollover contribution including the 60-day requirement. Assuming other requirements are satisfied, you have 60 days from the date you receive …

4Must have separate accounts. 5Must be an in-plan rollover. 6Any nontaxable amounts distributed must be rolled over by direct trustee-to-trustee transfer. 7Applies to rollover contributions after December …

Sep 22, 2025 · Information about IRA contribution limits. Learn about tax deductions, IRAs and work retirement plans, spousal IRAs and more.

Section 2202 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), enacted on March 27, 2020, provides for special distribution options and rollover rules for retirement plans and …

Aug 26, 2025 · Retirement topics - Beneficiary Beneficiaries of retirement plan and IRA accounts after the death of the account owner are subject to required minimum distribution (RMD) rules. A …

You are the beneficiary of a deceased SIMPLE IRA owner The withdrawal is the result of an IRS levy Transfers from SIMPLE IRAs You may be able to transfer money in a tax-free rollover from your …