Download This PaperFocus on . . . Rollovers
Journal of Pension Benefits, Vol. 9, No. 4, p. 7, Summer 2002
10 Pages Posted: 7 Aug 2009
Date Written: 2002
Abstract
The liberalized rules enacted by the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) present new planning opportunities, but also new potential pitfalls. This article explains the new rollover rules and offers suggestions as to what issues should be considered before effecting any rollover, particularly a rollover to a different type of plan.
Keywords: rollover rules, Economic Growth and Tax Relief Reconciliation Act of 2001
Suggested Citation: Suggested Citation
Pratt, David A., Focus on . . . Rollovers (2002). Journal of Pension Benefits, Vol. 9, No. 4, p. 7, Summer 2002, Available at SSRN: https://ssrn.com/abstract=1444045
Do you have a job opening that you would like to promote on SSRN?
Feedback
Feedback to SSRN
If you need immediate assistance, call 877-SSRNHelp (877 777 6435) in the United States, or +1 212 448 2500 outside of the United States, 8:30AM to 6:00PM U.S. Eastern, Monday - Friday.