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TAX REPORTING

The Importance Of Understanding IRA Rollover Rules

By Ryan Himmel, CPA on May 16th, 2014 at 5:55 pm

A recent U.S. Tax Court case provided us with another reminder of how important it is to understand the IRA rollover rules. It was originally reported by The Wall Street Journal that the ruling in question had, "long been blessed," by the IRS. While we agree with the importance of the ruling, we believe this rule has already been in place. Here's why. .
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