Fix Your IRA Rollover Mistake

IN THIS VIDEO:

Have you ever accidentally put post-tax money in with pre-tax when rolling over a traditional IRA? On this episode, I’m answering a listener's question about fixing this easy-to-make but frustrating mistake. We’ll look at the definition of a rollover, why you should separate pre-tax and post-tax money, and how to correct this situation if it occurs.

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SEP IRA vs. Solo 401k

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New Inherited IRA Requirements