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M*: How To Avoid This IRA-To-IRA Rollover Trap

TedTed
in The Bullpen
FYI: The once-per-year limit on IRA-to-IRA rollovers is a terrible trap for unwary taxpayers. It is ridiculously easy to avoid the trap--and ridiculously easy to fall into it. The IRS is sympathetic, but mostly it's helpless.
Regards,
Ted
https://www.morningstar.com/articles/922915/how-to-avoid-this-iratoira-rollover-trap.html
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