Story thread · 2 reports / 2 sources
Moving Your 401(k)? New IRS Forms Could Make Rollovers Easier
forbes.com · 4h

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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