The Roth in-plan conversion or Roth in-plan rollover can be an excellent tax-saving strategy if done correctly. But what is it exactly? This differs slightly from other Roth conversions in that it is ...
Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form 1099-R ...
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