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Financial Planning / Tax Strategies


Subject:  Re: Distribution from pension to IRA Date:  5/29/2020  1:21 AM
Author:  vkg Number:  130716 of 131139

. Let me confirm that aj is correct on the one non-trustee-to-trustee rollover per year rule.

One rollover per 12 months not calendar year.

A trustee-to-trustee move is not considered a rollover.
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