Over the past few months, there has been a lot of talk about the once-per-year IRA rule, because in late January, the Tax Court dropped a bombshell of a decision, reshaping the once-per-year rollover rule. Since then, advisors and clients have been asking many questions.

The National Underwrite discusses some of the most commonly asked questions that you need to be aware of, along with their answers, so that you can help clients successfully navigate the new rule.

via New once-per-year rollover rule Q&A | LifeHealthPro.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.