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Tag Archive: what is the 5 year rule for roth conversions

5 Timing Rules You Need To Understand About IRAs

5 Timing Rules You Need To Understand About IRAs

Owning an IRA would be a simple process if only the tax code was flexible to adjust for missteps. However, the tax code is not at all friendly so we need to be very aware of the timing issues that most often cause the most problems. Fortunately, Robert Powell was nice enough to document the 5 most important timing issues that we must be sure to keep in mind before we take any actions which could cause unfortunate consequences. Here are the five timing rules...

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