Posted by: Howard J. Kass, CPA, AEP®
One of the more confusing areas of tax law is the area of retirement planning and Individual Retirement Accounts (IRAs). In fact, there are so many nuances to IRAs, we’ve recently learned that the IRS can’t always get it right either!
One of the most asked about and least understood areas of the law concerning IRAs is the set of rules regulating the process of moving money from one IRA to another. When one wishes to move their IRA from one custodian to another, there are two primary means of accomplishing this...
