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IRS Releases Guidance on After-tax Rollovers -- Part 3: After-tax Sources and Testing
FIS Relius Link to more items from this source
[Guidance Overview]
Dec. 8, 2014
"Two months ago, the IRS released important guidance, Notice 2014-54, on the treatment of after-tax money distributed or rolled over from retirement plans. The guidance has ignited a firestorm of interest in using after-tax contributions, particularly in owner-only plans.... This update addresses sources and testing of after-tax funds."

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