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IRS Amends Safe Harbor Rollover Notices
Herrick, Feinstein LLP 
[Guidance Overview] Dec. 10, 2014 "The amendments to the safe harbor notices reflect the IRS's revised position regarding the allocation of after-tax amounts where a distribution is to be distributed to more than one destination and consists of both pre-tax and after-tax amounts and the allocation of earnings with respect to distributions from a designated Roth account." MORE >> |
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