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Jim Chad

in plan roth rollover in relius

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I'm going to be doing this for the first time. Has anyone done this before? Can you tell me anything about the steps involved?

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as far as what?

I know VOYA imports into a Roth Rollover account

and for the rollover account you indicate it accepts roth contributions

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It is an owner only plan in a stock brokerage account. I need to keep track of Roth and Pretax.... and Profit sharing, too.

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