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7/18/2018: IRA Aggregation Rules Every Advisor Must Know (Appleby Retirement Dictionary)
"[1] Return of excess IRA contribution: aggregation does not apply ... [2] Application of basis for traditional IRAs: mandatory aggregation applies ... [3] Application of basis for inherited traditional IRAs: limited aggregation applies ... [4] Qualified Roth IRA distributions: mandatory aggregation applies ... [5] Required minimum distributions: optional aggregation applies ... [6] Inherited IRAs: limited aggregation applies ... [7] One per year limit on IRA to IRA rollovers: mandatory extended aggregation applies among Roth and traditional IRAs ... Proper record keeping is essential."
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