Tag: retirement plan rollovers

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.

New integrations make filling out Form 1099s and rollovers to individual retirement accounts (IRAs) automatic.

The modifications take into consideration changes related to qualified plan loan offsets and other statutory changes.

“Is a custodial account 403(b) plan under IRC 403(b)(7) an “eligible retirement plan” for purposes of the direct rollover rules?...