News & Analysis as of

Employee Benefits › IRA Rollovers › Retirement

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Check’s in the Mail? Why That’s a Problem for Your 401(k)

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Two years ago, a guy named Handy tried to do something that should be dead simple in 2025: roll over his $114,000 401(k) after changing jobs. He was 33, building toward his future. But instead of a clean, secure digital...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Millennium Trust to add auto portability option

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Millennium Trust announced that they will add an optional auto-portability function to its automatic rollover IRA solution. They expect this add-on feature to be ready for client testing later this quarter and available in...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

IRA assets swell, thanks to rollovers

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Individual retirement accounts (IRAs) remain the biggest segment of the retirement plan market, hitting almost $14 trillion in assets, thanks to 401(k) rollovers. Over the past 10 years, IRA market share has increased...more

Polsinelli

The Legacy IRA Act Meets the EARN Act: A Gift or a Lump of Coal

Polsinelli on

Generally, donors who are over the age of 70 ½ can direct distributions to be made from their individual retirement account (IRA) of up to $100,000 per year to public charities (other than to fund a donor advised fund). This...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t forget that the RMD Rules are different for 2020

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

While the 4 Questions during the Passover holiday asks why this night is different than all other nights, the Internal Revenue Service (IRS) has reminded us that this year for required minimum distributions (RMDs) are...more

Pullman & Comley, LLC

Rollover Deadline Extended for Required Minimum Distributions from Retirement Accounts Waived Under the CARES Act

Pullman & Comley, LLC on

As highlighted in our recent Tax Alert, in Notice 2020-51 (the Notice) the Internal Revenue Service (IRS) provides an extension of the 60-day rollover period to August 31, 2020 for individuals who have already taken a...more

Kilpatrick

Questions on 2020 Required Minimum Distributions Answered in New IRS Guidance

Kilpatrick on

The Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”), enacted on March 27, 2020, to provide relief from the coronavirus pandemic, allowed defined contribution plans, participants in those plans, and owners of...more

Groom Law Group, Chartered

IRS Guidance on 2020 Required Minimum Distribution Waivers and More

Groom Law Group, Chartered on

On June 23, the Internal Revenue Service (“IRS”) issued Notice 2020-51, which provides much-needed guidance on how defined contribution plans (including 403(b) and governmental 457(b) plans) and IRAs implement the waiver of...more

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