IRA Rollover Review—Including SIMPLE IRAs

This review is designed to place the responsibility for determining rollover eligibility on the IRA owner. It documents rollovers from IRAs and qualified plans and allows an IRA owner to designate the new IRA as a conduit IRA.

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IRA Rollover Review is designed to place the responsility for determing rollover eligibility on the IRA owner.

IRARolloverReview-IncldngSIRA.xml

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