Financial Planning News
Wed, 20 Feb 2013
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When using the maneuver, mind the pro-rata rule, don't dally with your nondeductible IRA , and remember the do-over option, if you need it, says Morningstar's Christine Benz.
IRA expert Ed Slott discusses the pros and cons of leaving an IRA to a spouse, children or grandchildren, a trust, or a charity.
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