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The IRS treats all your IRAs as a single account for tax purposes, which is known as the IRA aggregation rule. Example of Aggregation: If you have two IRAs: one with $10,000 in deductible ...
Traditional IRA. Self-employed plan, such as a SEP-IRA, SIMPLE IRA, and solo 401(k) ... Interestingly, the aggregation rule also applies when you have more than one 403(b) plan. However, you can ...
This is known as the IRA aggregation rule. (But if you need help calculating or managing your RMDs, consider matching with a financial advisor.) How to Reduce RMDs.
In addition, employer-sponsored plans differ from IRAs in rules relating to aggregation. A person with multiple IRAs may add the balances in each account to determine the total RMD for the year, then take that full amount from a single IRA, or split it in any manner between two or more IRAs.
Here are four tax rules to understand before you convert your IRA to a Roth account to avoid costly surprises and maximize benefits. Trending Now: ...
Optimize your retirement accounts and avoid major penalties by mastering the dos and don'ts for rolling over your IRA.
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