Top 10 Rollover Mistakes.

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    • Abstract:
      The article discusses the types of rollovers mistakes and their miscellaneous rules set by the U.S. Internal Revenue Service committed by advisors. Among the rollover mistake areas are non-spouse rollovers, spousal rollovers, Roth conversion, retirement account rollovers, in-plan Roth rollovers and 401(k) rollovers to individual retirement account.