5 Costly Mistakes to Avoid With IRAs and Retirement Plans
Apr 30, 2007
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
A little bit of knowledge about IRA rollovers, conversions, and distributions can be very dangerous. Gung-ho clients (and even their CPAs and attorneys) may know just enough to land them with a huge tax bill. Of course, you will have the facts to keep their retirement plan on track.