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Company plan to Roth?

Answered by: 

Question: 
Can a company rollover go directly into a Roth?
Answer: 

Yes, the company plan can go directly to a Roth IRA. This will be taxable in the year it is made.

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Learn more about Deborah Crawford’s IRA Update and Review—2021-2022 Tax Season webinar.

First published on 01/09/2022

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