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The American Trust Blog

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With all the 401(k) rollover options available, it's hard to know what's best for your money. Senior Retirement Plan Consultant, Diana Jordan, spoke with PLANADVISER the Managed Rollover Solution and the new Rollover Wizard.

Fiduciary Investment Advisor, Billy Lanter, discusses some limitations to the "Mega Backdoor Roth" and describes which type of taxpayer might be best suited to take advantage of this strategy.