Keeping Rollover IRAs Separate from Contributory IRAs
Client in Texas has a number of rollover IRAs. My understanding is that there is almost no difference in protections between the types of accounts describing the source of the funds. Except, in the case where the client would like to do an IRA reverse rollover back into a 401k. The client is fully retired, and no plans to return.
Submitted by brcwm on Tue, 2024-11-12 17:34