Planning to Roll Over Your 401k?

Planning to Roll Over Your 401k?

Have you ever had the pleasure of receiving an audit letter from the IRS? You walk back from your mailbox with the fearful nervousness that you may owe more in taxes than you had originally thought. You slowly remember that you rolled over your old 401k to an IRA last year, and are confused as to why you now may owe money for this action. Understanding the communications sent from the custodians where the accounts are held and knowing which IRS forms you will need, should help to put this issue to bed.

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