Rollovers to and from IRAs are a valuable financial planning strategy in different situations. From Roth conversions to spousal rollovers, there is a multitude of rules that should be followed in each scenario. It’s important to make sure you avoid certain mistakes when you want to execute a rollover.

IRA Help Website: https://irahelp.com

Retirement Plan Checklist: https://bit.ly/43duCDv

Tax Reduction Strategies: https://bit.ly/3Tza311

Become a Rothaholic: https://bit.ly/3vcjXwk

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Ed Slott’s Latest Podcast with Us – https://youtu.be/HHPMo9l0yeg?si=s4rVCcjmzy5kYPsZ  

4 Big Tax Mistakes to Avoid in Retirement: https://youtu.be/eTJV5UF9j4Q

5 Money Mistakes to Avoid in Retirement: https://youtu.be/83pJND6T2mU

Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

Bad Retirement Planning Habits to Avoid: https://youtu.be/Ry6ANnqXXUA

In-Plan Roth Conversions for 401(k)s: https://youtu.be/4IH9AJ9GajI