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Wednesday, October 7, 2026Family Office Daily Briefing →Sign in
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In PWD coverage since August 18, 2026 · 1 story
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Ed Slott: 60-day Roth conversion bypasses one-rollover rule

A second IRA distribution can be converted to a Roth instead of rolled back, as long as the receiving custodian's Form 5498 codes it as a conversion.
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