Current News
Notice to our Members: IRA One-Rollover-Per-Year Rule
Beginning in 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own. The limit will apply by aggregating all of an individual’s IRAs, including SEP and SIMPLE IRAs as well as traditional and Roth IRAs, effectively treating them as one IRA for purposes of the limit.
• Trustee-to-trustee transfers between IRAs are not limited
• Rollovers from traditional to Roth IRAs ("conversions") are not limited

For more information, please visit:
www.irs.gov/Retirement-Plans/IRA-One-Rollover-Per-Year-Rule




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