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Rollovers, Transfers and the New IRS Rollover Rule

by Tara Bogard, Business Development Officer According to the IRS, beginning January 1, 2015, an individual may make only one rollover from an IRA to another IRA in any 12-month period, regardless of the number of IRAs he or she owns. Please note that the funds can be deposited back into the original IRA as well. […]

GUEST POST: Understanding the Investment-Grade NNN Asset

Investment-Grade Net Leased Educational Series, Series 1: Understanding the Investment-Grade NNN Asset What does an Investment-Grade Triple Net (NNN) Lease Agreement mean and how does it apply to commercial real estate? Investment-grade triple net (NNN) or net leased commercial real estate assets serve as an ideal investment vehicle for long-term investors seeking passive income with […]

Rollover Notice to IRA Holders

Effective January 1, 2015, you may make only one non-taxable IRA-to-IRA rollover every 12 months. This limitation applies regardless of how many IRAs you have. Because of this new rule, rollovers after the first one in a 12-month period are taxable. All rollover distributions and contributions are reported to the Internal Revenue Service. For more […]

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