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Must have for financial and tax professionals:IRA...

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Calculators, forums, articles and more on 72(t) and 72(q) /SEPP Plans. Includes RMD Calculators...


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  • I am 64 years old and I am on social security. In January 2011, I made a 2010 contribution to my IRA. In doing my 2010 taxes I was penalized 6% on the contribution. Why?

    Answer provided by Appleby Retirement Consulting Inc. Appleby Retirement Consulting Inc provides Consulting, Coaching and Content on IRAs and other retirement plans to Financial, Tax and Legal professionals. 


    I am 70 years old and participate in a 403(b) plan that is sponsored by an employer  which I still work for.  I would like to defer taking distributions until I retire. Can I rollover my traditional IRA to my 403(b) account and defer taking required minimum distributions (RMD) from the entire account, including the amount rolled over from the IRA?