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Retirement tax questions
Dmertz, amazing explanation!
Thank you again.
I have a better understanding of the formal mechanics involved. I say “better” but not complete.
From my simplistic perspective, I expected a rollover from a 457(b) Roth to a Roth Contributory account to be an Apples to Apples transaction, the 5 year holding period having been met by the one account would transfer to the other.
Cheers Indeed!
June 11, 2023
8:42 AM