OrbitaxTreasury, IRS Issue Guidance on Rollovers between Retirement Plans and Individual Retirement Accounts
|Approved Changes|United States
The U.S. IRS has announced the issuance of guidance on rollovers between retirement plans and individual retirement accounts.
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Treasury, IRS issue guidance on rollovers between retirement plans and individual retirement accounts
WASHINGTON — The Department of the Treasury and the Internal Revenue Service today provided guidance to simplify and standardize the rollover process by issuing sample forms for direct rollovers to or from a retirement plan, as required under the SECURE 2.0 Ac…