rbynaker
Level 14
03-21-2022
08:23 PM
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Maybe I'm the only one, but I miss the good ol' days when you could only go from a 401(k) to a Traditional IRA. Then if you wanted to convert to Roth that was a separate transaction. Now it's like the Wild West and the bank/broker reporting is only as good as what the client self-reports on the distribution paperwork.