This article has been updated for 2022. Can you rollover a Defined Benefit Plan distribution to an IRA? Yes, in fact, you can, subject to the specifics below. Note that these rules apply to both traditional Defined Benefit Plan rollovers and Cash Balance Plan rollovers. Background: Defined Benefit Plan Rollover to an IRA When a […]

Defined Benefit Plan Rollover IRA

July 25, 2019

Defined Benefit Plan Rollover to an IRA. What are the Rules?