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IRA Rollover Rules: a "Bait & Switch"?



by Michael D. Shelton
Smith Haughey Rice & Roegge, P.C. - Grand Rapids Office

February 10, 2014

Previously published on February 5, 2014

Many IRA owners may choose to rely upon the advice of their financial institution or wealth management advisor or choose to look up information and guidance on the IRS’ website when navigating the pitfalls of often confusing and rarely understood rules of the Internal Revenue Code (“IRC”), and the equally complex regulations that are designed to explain the IRC.


 

The views expressed in this document are solely the views of the author and not Martindale-Hubbell. This document is intended for informational purposes only and is not legal advice or a substitute for consultation with a licensed legal professional in a particular case or circumstance.
 

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Michael D. Shelton
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Trusts & Estates
 
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