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2020 RMD: Meet IRS Form 8606

IRS Form 8606 is used when there are certain instances involving IRAs, including nondeductible contributions to traditional IRAs, distributions from Roth IRAs and Roth conversions.

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Pinnacle Financial

The Pinnacle teamโ€™s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

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