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Retirement tax questions
However, if the check is made out to a financial institution for the benefit of a Roth account at that institution (or perhaps simply to a Roth IRA for your benefit), rather than being made out to you personally, it is a direct rollover and the 60-day window does not apply. You must complete the direct rollover by forwarding the check to that financial institution. You cannot cash such a check yourself.
May 31, 2019
5:41 PM