Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Reconstructing Lost IRA Basis to Avoid Double Taxation
Nerd's Eye View May 5, 2021 "After-tax contributions can make their way into Traditional IRAs via two separate routes, either via direct contributions of after-tax amounts or through rollovers of after-tax dollars previously held in an employer-sponsored retirement plan.... In the event Form 8606 was not properly filed to begin with, basis can be reconstructed from scratch." |
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