PERSonalTime
Recycles dryer sheets
- Joined
- Jan 19, 2014
- Messages
- 456
I want to make a rollover from a 401k and 403b into a Traditional IRA. I'm wondering if anyone knows if this type of rollover is subject to the IRA one rollover per year (12 month period) rule.
I know the rule isn't applicable to an trustee to trustee transfer from one IRA to another IRA, but I'm not sure about the rollover described above. Would a check made out to the receiving IRA institution, but mail directly to me for transmittal to the receiving institution be subject to the one year rule?
I know the rule isn't applicable to an trustee to trustee transfer from one IRA to another IRA, but I'm not sure about the rollover described above. Would a check made out to the receiving IRA institution, but mail directly to me for transmittal to the receiving institution be subject to the one year rule?