IRA Mistakes
Is there an update to Ed’s top 10 IRA Rollover Mistakes that takes into account the new Tax Reform Act?
I know that the Roth Re-characterization rules have changes, but not sure what else may affect them. Thank You
Is there an update to Ed’s top 10 IRA Rollover Mistakes that takes into account the new Tax Reform Act?
I know that the Roth Re-characterization rules have changes, but not sure what else may affect them. Thank You
Permalink Submitted by Alan - IRA critic on Thu, 2018-02-15 16:43
Nothing else has changed. The second point for the 6 group should be changed to indicate that the last year it applies is for 2017 conversions.