Story thread · 2 reports / 2 sources

Moving Your 401(k)? New IRS Forms Could Make Rollovers Easier

forbes.com · 4h

Moving Your 401(k)? New IRS Forms Could Make Rollovers Easier

How the coverage leans

Across 2 sources · syndicated copies counted once

The optional forms aim to standardize direct rollovers, encourage electronic transfers, and take some of the paperwork out of moving retirement savings.

First report: IRS provides guidance on retirement plan rollovers accountingtoday.com, 1d

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