SIMPLE IRA 2-Year Rule (2025): Exact Roll-Anywhere Date + 1-Field Calculator
SIMPLE IRA 2-Year Rule (2025): Exact Roll-Anywhere Date + 1-Field Calculator By: Daromi — U.S. retirement accounts editor (10+ years guiding clean rollovers). Reviewed for accuracy: Enrolled Agent (EA) — 2025-10-19. Change log: 2025-10-19 — verified 1099-R Box-7 code “S” wording; clarified direct transfer vs 60-day rule. Some rules don’t shout; they whisper from a … Read more