Tag: trustee to trustee rollover

Retirement Loan Rollover Tax Traps

Chris Moss CPA Tax Attorney

Welcome to TaxView with Chris Moss CPA How many of you have had an IRA or 401K indirect or even a direct retirement rollover that triggered a tax and penalty from the IRS? Have any of you borrowed from retirement to pay it back within 60 days only to get a bill from the IRS?–even …

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