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Retirement, LLC
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Retirement Plan Relationship Manager ERISA Services, Inc.
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Pentegra
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| How to Handle Failed or Invalid Rollovers Retirement Learning Center, LLC  Sept. 13, 2021 "A rollover to an IRA could be a failed or invalid rollover under several circumstances ... When an invalid rollover contribution is made to an IRA ... the invalid rollover amount is deemed to be a regular IRA contribution for that taxable year. What happens next depends on whether the amount is an eligible contribution or an excess contribution." |
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