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Retirement Planning
Chapter 11: Pension Plan Distributions/IN-PLAN ROTH ROLLOVERS: EXAMPLE
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 11: Pension Plan Distributions

IN-PLAN ROTH ROLLOVERS: EXAMPLE

01.Core Concepts

• Clau dia rolled over $100,000 from a traditional IRA to her company’s 401(k) plan. She then decided on an in-plan Roth rollover for those funds. • What are the consequences?