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Excess Contributions Article

1. Contents of this article
   1. The Question
      1. Question
   2. The Answer
      1. Answer
   3. The Solution
      1. A Solution
      2. Withdrawn before due date of your tax return
      3. After due date of your tax return
      4. Rolled over as a following year contribution
   4. Client Kit
      1. Excess Contributions – Client Kit (MS Word)
      2. Excess Contributions – Client Kit (browser)
   5. Adviser Kit
      1. Kit for the adviser
2. Related Articles

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   2. IRA Contributions and the 2001 Tax Act  

   3. Saver's Credit  

   4. IRA Preservation Planning (PowerPoint)  

   5. IRA Preservation Planning (PowerPoint)  

   6. Take Control with IRA Preservation Planning