The one-rollover-per-year rule doesn’t get a lot of discussion, in part because it’s generally easy to avoid. (Direct trustee-to-trustee transfers don’t count toward the one per year.) But if you do run afoul of the rule, you could have a big problem on your hands.
- Running Afoul of the One-Rollover-Per-Year Rule (and How to Fix It) from Jim Blankenship
Other Recommended Reading
- Why It Could Be Years Until We See a Normal Housing Market from Ben Carlson
- Your Medical Documents Need an Annual Exam from John Samuels
- What You Need to Know About Estate Planning from Jim Dahle
- Market Declines Are Normal from Larry Swedroe
- Maximizing The Step-Up In Basis By Gifting Assets Between Spouses from Jeffrey Levine
- Four Free Years of Credit Monitoring from Equifax from Michelle Singletary
- Employer-Sponsored Insurance: Friend or Foe? from Tasha McAbee and Austin Frakt
- The Secret to Happiness at Work from Arthur Brooks
Thanks for reading!
Hi. I'm Mike Piper, the author of this blog. I'm 
