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Will vs. Trust Is One Better Than the Other Herrmann Cooke 370 Diablo Road Ste. 201 Danville CA 94526 925-831-0200 800-434-6837 hcteam herrmanncooke. IRS Notice 2014-54 clarifies the rules regarding rollovers of non-Roth after-tax plan contributions to a Roth IRA. Roth contributions are amount of current income subject to taxes. But qualified distributions down the road will be taxfree. Consider the financial need of 8 000 Tina decides to take a following example which is hypothetical and...
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