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Sorry, you are incorrect. The law was changed as of Jan 1, 2008, as a part of the "Pension Protection Act of 2006". A 1 step combination rollover/conversion is now allowed, and the 2 step process is no longer required.


I have generally agreed with your advice, but occasionally you can be "too correct".

I said "not sure it can be accomplished" which does not mean "it cannot be accomplished"

I stand by my statement because I never excluded the possibility it could be done in one step

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