Top 10 IRA Rollover Mistakes

Chelsi Balfour
Posted on April 16, 2021
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  1. IRA-to-IRA Rollovers and Roth IRA-to-Roth IRA Rollovers

Mistakes:

  • Using 60-day IRA rollovers instead of using transfer to move IRA funds.
  • Once-per-year rule is for all IRAs and Roth IRAs
  • IRS has no authority to correct these mistakes.

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