ONCE-PER-YEAR ROLLOVER RULE AND NEW LIFE EXPECTANCY TABLE: TODAY’S SLOTT REPORT MAILBAG
My question relates to an IRA withdrawal that is then deposited as a Roth conversion. Will this withdrawal count as a once-per-year IRA rollover?
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The New Retirement Savings Time Bomb
A complete action plan to help you make sure your 401(k)s, IRAs, and retirement savings aren’t depleted by taxes by the time you need to use them.