AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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What to Do If You Discover You Weren't Eligible to Make That 2015 Roth IRA Contribution
Slott Report July 23, 2015
"First and foremost, you will have to remove the funds from the Roth IRA. You have three options. Recharacterization ... Excess contribution ... Carry forward."
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