Confused43
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On IRS Publication 970, under Rollover and Other Transfers, it states:Assets can also be transferred from a QTP to a Roth if certain requirements are met. A Rot...
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Thanks for the help and the responses. I’m getting all different information from different Fidelity reps. Thank you!
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In 2025, I can contribute $9,550 (bc over 55 yrs old). So I should reduce this amount $2,500 and contribute only $7,050, correct?Back to your original response....
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But the $2,500 wouldn’t be for medical expenses. It would just be a distribution for non medical.
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