IRS Notice 2026-13 rewrites the 402(f) rollover safe harbor for the first time since 2018, folding in SECURE 2.0 and OBBBA changes. What advisors must hand clients now.
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IRS Notice 2026-13 rewrites the 402(f) rollover safe harbor for the first time since 2018, folding in SECURE 2.0 and OBBBA changes. What advisors must hand clients now.