IRS Revises Safe Harbor Explanations of Eligible Rollover Distributions

IRS Revises Safe Harbor Explanations of Eligible Rollover Distributions

Sep 20, 2018

Client Alert

Brownstein Client Alert, September 20, 2018

On Sept. 18, 2018, the IRS issued modified safe harbor explanations of eligible rollover distributions.1 In addition to making some clarifying changes, the modifications reflect laws enacted and guidance issued since Dec. 8, 2014, which was the last time the IRS had revised these safe harbor explanations.

Click the PDF link above to read the full alert.

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