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Ask GFC 015 – Can You Split a Retirement Plan Rollover Between Pretax and Post-tax?

Given how common job changes are, and the need to rollover retirement savings after the fact, this is an important question. Retirement plans are now complicated on two fronts – making pre- and post-tax contributions, then splitting them after the fact between traditional and Roth IRAs to take advantage of that tax configuration. We received […]
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