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IRS Notice with In-Plan Roth Conversion Guidance (PDF)
Transamerica Center for Retirement Studies ![]() [Guidance Overview] Dec. 7, 2010
3 pages. Excerpt: [The notice] is in question and answer formatand provides guidance regarding the tax and distribution treatment as well as plan amendment and administrative requirements of in-plan Roth conversions. The Notice also provides clarification on such itemsas what amounts are eligible to be converted and recharacterization of converted amounts.
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