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The IRA Aggregation Rule: Easing RMDs, Complicating Roth Conversions

When you own multiple IRAs and take an IRA distribution, the IRS treats all your non-Roth IRAs as one. This helps you when you reach age 70 ½ and must begin taking annual required minimum distribution (RMDs). Read More

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The IRA Aggregation Rule: Easing RMDs, Complicating Roth Conversions

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