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TheStreet.com answers reader questions about the timing of contributions to IRAs and health savings accounts.
TheStreet.com answers reader questions about mortgage loans, shared brokerage accounts, and IRAs.
It's not uncommon to have clients who have multiple SEP, SIMPLE, or traditional IRA accounts. While in many respects the tax treatment is the same, different penalties, protections, and rules apply. Bone up on how to combine, roll over, and transfer funds between the IRAs, as well as how to handle distributions, taxes, and losses.
Whether or not your clients should divert savings away from their regular 401(k) accounts depends on variables including age, tax status, and what other retirement options they have at their disposal.
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