IRA Rollover Fillable Worksheet
Use this resource when planning an IRA rollover to help you comply with the Department of Labor’s IRA Rollover requirements outlined in its Prohibited Transaction…
Tag: IRA
The IRA Rollover Workbook: What you need to know about PTE 2020-02
The Department of Labor has outlined new IRA Rollover requirements in its Prohibited Transaction Exemption 2020-02 (or PTE 2020-02), and this resource is designed as…