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Must have for financial and tax professionals:IRA...

Must have for financial and tax professionals:...

Calculators, forums, articles and more on 72(t) and 72(q) /SEPP Plans. Includes RMD Calculators...

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  • How does a spouse beneficiary elect to treat the inherited IRA assets as his/her ‘own’?

  • If I make a contribution to my Traditional IRA and find out that I am ineligible to deduct the amount, how can I have it reversed and contributed to my Roth IRA?