Joseph R. Viola

1515 Market Street
Suite 1200
Philadelphia, PA 19102

Phone: (215) 854-6310

Fax: (215) 854-4091

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Tax FAQ & Info

I read somewhere that the IRS has imposed an IRA One-Rollover-Per-Year Rule – is there such a Rule and how does it affect me?

Under IRS Announcements 2014-15 and 2014-32, beginning in 2015, taxpayers can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs owned. The money in the taxpayer’s IRAs, including SEP and SIMPLE IRAs as well as traditional and Roth IRAs, is lumped together and treated as a single IRA for purposes of the limit. Since most pe…

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Joseph R. Viola

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