Lets people directly move Roth IRA savings into designated Roth accounts.
This bill would let people directly move money from their Roth IRAs into designated Roth accounts. This change would make it simpler for individuals to combine their retirement savings and clarify how these transfers are taxed. It would also help with automatic transfers of retirement funds.
Today, directly moving money from a Roth IRA to a designated Roth account isn't clearly allowed, which can make it hard to combine retirement savings. If this bill becomes law, people would be able to make direct transfers from eligible Roth IRAs to designated Roth accounts, including through automatic transfers, and the tax rules for these moves would be clearer.
S 3352 · 119th Congress · December 4, 2025 · AI Summary by gemini-2.5-flash · 8/10
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7 filings mentioned this bill
Amounts reflect total quarterly lobbying spend reported to the Senate, not bill-specific spending. Source: Senate LDA filings.