Latest / Winning at Life with Gregory Ricks
Episode 1377: IRS Form 5498 and Its Importance to Roth Conversions | S1E26 Winning at Life
In this episode, Gregory explains IRS forms 5498 and 8606 and their importance when it comes to Roth conversions. The episode also discusses the 60-day rollover rule when a former employer's plan sends a distribution check with taxes withheld.
The skinny
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