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An indirect rollover You receive a distribution from your traditional IRA in this method. You have a 60-day window to deposit the distributed amount into your Roth IRA. This allows retirees more flexibility in managing their distributions and potentially preserving their wealth for a longer period.
While financial plans should certainly play an important part in the discussions, it is often helpful to begin by focusing on issues of character, leadership, and stewardship, particularly when various family members bring to the table differing levels of experience and sophistication on all that is needed for a comprehensive planning dialogue.
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