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2. Everything You Need to Know About IRA Rollover Rules

   www.aol.com/news/everything-know-ira-rollover...

   These mandatory distributions start at age 70 1/2 for all tax-deferred accounts like a traditional IRA. The point of the distribution is that the government wants you to pay taxes on the funds in ...

3. 60-day rollover rule: What retirement investors need to know

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   The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

4. Dave Ramsey: 4 Easy Steps To Roll Over Your 401(k) to an IRA

   www.aol.com/dave-ramsey-4-easy-steps-160007032.html

   An indirect rollover requires you to cash out your 401(k) and deposit the funds into your IRA within 60 days. If you miss the deadline, you’ll get hit with “a massive tax bill and lots of ...

5. Do I Need to Report 401(k) and IRA Rollovers on My Taxes?

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   The post How to Report 401(k) and IRA Rollovers on Your Taxes appeared first on SmartReads by SmartAsset. ... It involves documenting the distribution and rollover on IRS Form 1040. If executed ...

6. What taxes are due on a Roth IRA conversion? - AOL

   www.aol.com/finance/taxes-due-roth-ira...

   When filing taxes for the year of the conversion, use Form 8606 to inform the IRS about the rollover. Bottom line Any money moved from a traditional retirement account to a Roth IRA is considered ...

7. We're Both 60 With $2.5 Million Combined in 401(k)s. Is It ...

   www.aol.com/finance/were-60-2-5-million...

   Finally, there’s always the Roth IRA rollover option. Switching contributions at age 60 raises two specific issues. With only a few years left until you retire, your 401(k) would significantly ...

8. What You Need To Know About IRA Rollovers vs. Transfers ...

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   An IRA transfer refers to the movement of tax-deferred money that is not required to be reported to the IRS on your tax return. This typically occurs when you complete a direct trustee-to-trustee ...

9. Thinking of an IRA Rollover? This New Rule Will Impact the ...

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   Financial professionals who give one-time investment advice will soon be legally required to act in their clients’ best interests under the Department of Labor’s new fiduciary rule. Are you ...