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Qualified Retirement Plans Self-Certification

Weintraub Tobin

Holiday Horror Series: Part 2- Hectic Holiday Rollovers

Weintraub Tobin on

With the holidays upon us, we all can relate to how easy it is to mistakenly overlook important things amidst the cheery holiday hustle and bustle: leaving the Christmas ham in the oven a few hours too long, forgetting to...more

Snell & Wilmer

IRS Makes Late Rollovers Easier

Snell & Wilmer on

Generally, distributions from a qualified retirement plan that are eligible for rollover must be rolled over within 60 days of the date on which the distribution occurs. If a taxpayer did not complete the rollover within 60...more

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