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Rollovers & RMDs
IRS — Rollovers of Retirement Plan & IRA Distributions
Official IRS rules on moving money between 401(k)s and IRAs without triggering taxes, including the 60-day rule.
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Rollovers & RMDs
IRS — Required Minimum Distribution FAQs
When RMDs start, how they are calculated, and the penalty for missing one — straight from the IRS.
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Rollovers & RMDs
IRS Rollover Chart (PDF)
One-page grid showing which account types you can roll into which — a handy reference before a rollover.
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