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New IRA Rollover Case (Bobrow v. Commissioner) Will Not Impact Most IRA Holders

There are generally two ways of moving IRA funds from one IRA account to another IRA account – an IRA transfer or an indirect rollover.  An IRA transfer is generally accomplished by moving IRA funds...

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Funding a Self-Directed IRA with an IRA Rollover

In general, a self-directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from an eligible defined contribution plans, defined benefit plans eligible defined...

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Converting Your Retirement Plan to a Self Directed Roth IRA

IRA Rollovers to the Self-Directed Roth IRA Conversion In general, Roth IRA conversions and retirement plan rollovers to a Roth IRA are taxable events. The reason for this is a Roth IRA is an after-tax...

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