17-May-22
“Same Property” Rule
Take-Away: When rolling over funds from an IRA to an IRA, the same property must be used in the 60-day rollover transfer. Background: For an IRA to an IRA 60-day rollover transfer, or a Roth IRA to Roth IRA 60-day rollover transfer, the same property that is received must be the same property that is […]
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