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Writing for Morningstar, Natalie Choate Discusses IRA-to-IRA Rollover Traps

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04.18.2019 | Article

Natalie Choate, a member of Nutter’s Private Client Department, authored an article for Morningstar that discussed how the one-per-year limit on IRA-to-IRA rollovers is a terrible trap for unwary taxpayers. In the article, “How to Avoid This IRA-to-IRA Rollover Trap,” Natalie outlines that if you receive a distribution from an IRA, you cannot roll that distribution into any IRA if that distribution is received by you less than 12 months after another IRA distribution you received that you rolled over into an IRA, according to the Internal Revenue Code Section 408(d)(3)(B).

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