9.4 Rollovers and Transfers

In this section

• Understanding Direct vs. Indirect Rollovers in Retirement Planning
  Explore the differences between direct and indirect rollovers, their implications, and best practices for managing retirement funds effectively.
• IRS Rules and Limitations: Navigating Rollovers and Transfers
  Master the IRS rules and limitations on rollovers and transfers for retirement accounts. Understand the once-per-year limit, tax implications, and key exceptions to ensure compliance and maintain tax-advantaged status.