IRA Rollovers to Qualified Plans: the Retained Investment Issue, by Vorris Blankenship 

~ lsaret

Vorris Blankenship has published his article, “IRA Rollovers to Qualified Plans: the Retained Investment Issue.” The abstract is as follows:

Vorris J. Blankenship analyzes the treatment of the earnings and investment portions of an IRA distribution that is partly rolled over to a qualified plan, a rollover with consequences often misunderstood.

See full article at Tax Notes (subscription required).

Published by lsaret

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