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August 1, 2017

IRA-to-IRA Transfers

By Fred Reish and Joan M. Neri

Fred Reish and Joan Neri co-authored an article for PlanAdviser on how the DOL fiduciary rule impacts IRA-to-IRA transfers. The article explains that recommending a transfer from an existing IRA to an IRA managed by the adviser is fiduciary advice under the rule. As such, it requires a thoughtful, thorough and well-documented process and will, in most instances, require an exemption from the prohibited transaction rules.

Read “IRA-to-IRA Transfers.”

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