New Tax Court Ruling on IRA Rollovers Could Cost (or Save) You Big Money


A new, but not widely known ruling on March 20,2014 by the U.S. Tax Court slightly alters the rules for IRA rollovers, but a simple, already widely used technique by investment professionals could significantly reduce the risk. Hi All, long time no write, I’ve been busy here post-tax season. So many changes in the tax and investment industries but this recent ruling by the IRS and U.S. Tax Court is a biggie, and I’m blessed I have strategic partners that keep track of this stuff so I can help you keep more of your hard earned money in your pocket.

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