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Years of growth in a retirement account can be wiped out by one mistake. As such, retirement account owners and their advisors should take care to ensure that IRAs are operated in compliance with the governing regulations. This includes ensuring that distributions are handled properly, and that movement of retirement assets, including between IRAs and employer plans, does not violate the limitations that apply.
All practitioners advising clients on these complex issues Prerequisite
None Advance Preparation
None IRS Approved
No CFP Approved
No YellowBook Approved
No
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