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Retirement tax questions
good points...I missed the comment about already having a ROTH account at Vanguard already (adjusting answer as appropriate). Still, talk to them first about their transfer policies, and what account information, numbers are needed to give to MS.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎June 5, 2019
12:14 PM