Exceptions to the 60-Day Rollover Rule
- Topics:
- Retirement,
- Taxes
- Tags:
- Asset Management,
- Business Operations,
- Finance,
- Financial Planning,
- Free Trade,
- Investopedia,
- Operational Planning,
- Taxes
- Source:
- Investopedia
FREE Registration is required
Overview: An individual who receives a distribution of assets from a retirement account can avoid applicable taxes and penalties on the amount if he or she rolls it over to an eligible retirement account within 60 days of receipt. There are, however, a few exceptions to this rule. Knowing them can help one avoid paying taxes on rollover-eligible distributions that do not satisfy the 60-day rule, and ensure continued tax-deferred growth on one's retirement assets.
(Is this item miscategorized? Does it need more tags? Let us know.)
Format: HTML | Date: Apr 2005 | Pages: 3
People who downloaded this item also downloaded
![]() |
Taking Penalty-Free Withdrawals From Your IRA |




