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Home / News Stories / Slow your roll(over): New IRS rule poses trap for lawyers and their clients (access required)

Slow your roll(over): New IRS rule poses trap for lawyers and their clients (access required)

Taxes remain one of the certainties in life but a new interpretation by the Internal Revenue Service could have clients – and lawyers – paying even more if they aren’t careful. For years, taxpayers have had the luxury of conducting multiple indirect rollovers from one individual retirement account to another on an IRA-by-IRA basis. But earlier ...

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