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2 Big IRA Rollover Mistakes to Avoid: Ed Slott
Best Practices August 01, 2024 at 02:01 PM
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What You Need To Know
- While it often makes sense to consolidate retirement savings, clients need to be careful.
- At stake is a potential loss of their wealth through penalties, excise taxes and fees.
- The once-per-year rule doesn't affect the ability to transfer funds from one IRA trustee directly to another.
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