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.
Browsing: rollover-rules
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.