IRA Rollover/Transfer Checklist - Send to your CPA network. HARD COPIES CUSTOMIZED-Glossy card stock

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IRA Portability Checklist-PDF Version
Protect the tax-deferred status of IRAs through proper rollovers and transfers

Checklist includes:

  • Portability of transfers and rollovers
  • Definition of transfers vs. rollovers
  • Types of rollovers
  • Rules on rollover eligibility between various types of retirement accounts

Transfers and rollovers are the two primary options for moving assets between retirement accounts. Each option is subject to its own set of rules, and there are instances where one should be used instead of the other. Breaking these rules can result in unintended distributions, loss of tax deferred status, and excise taxes. CPAs can help your clients, by ensuring that their transfers and rollovers are done in accordance with these rules.

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