Roth funds in a Traditional IRA
Hello, I have a client that rolled over a traditional IRA and a Roth IRA to my company. The previous B/D sent over 2 checks to fund the accounts. The B/D has know reached out to my client to let them know that half of the check to fund the traditional IRA where actual Roth funds. The checks have been cashed and invested, any thoughts on what to do with the Roth basis that is now in the traditional IRA? Any feedback would be greatly appreciated.
Thank you.
Permalink Submitted by Alan - IRA critic on Thu, 2020-01-16 15:24