Working on a rollover? Make sure you are copying over the correct account number. It’s important to include the IRA account number associated with the correct IRA account type (Roth or Traditional) that is needed for your rollover.
Working on a rollover? Make sure you are copying over the correct account number. It’s important to include the IRA account number associated with the correct IRA account type (Roth or Traditional) that is needed for your rollover.