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New in-plan Roth rollover provision
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 156
Abstract: A provision in the American Taxpayer Relief Act of 2012 permits an individual to transfer any portion of their balance in an employer-sponsored tax-deferred retirement plan account into a Roth IRA account under that plan. This brief article notes some caveats, though.