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IRA Horror Stories

‐ Jul 25, 2012 11:50am

Credits: None available.

IRA mistakes are rampant and costly! Changing tax laws mean potential tax
planning traps, especially when it comes to retirement accounts. Roth conversions
and recharacterizations, IRA rollovers, IRA trusts and inherited IRAs top the list
of fatal IRA errors made routinely by CPAs and other advisors. Don’t let this
happen on your watch. Learn how to help clients navigate the unforgiving and
changing tax rules surrounding IRA and plan distributions for 2012 and 2013.



  • 0.00 - Tax

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