Achieving nontaxable IRA rollovers with a Roth conversion

04/23/2013 | Journal of Accountancy

When IRA distributions are rolled over to certain other eligible retirement plans, there is an often-overlooked exception to the rule that requires pro rata allocation between taxable and nontaxable amounts. Kim Mollberg, CPA, CGMA, discusses how to take advantage of the exception to make the entire rolled-over amount nontaxable at the time of the rollover.

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