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April 11, 2024
Question

Where do I find my Roth and traditional balances for 22/31/2023?

  • April 11, 2024
  • 1 reply
  • 0 views
I can only find the combined amount

1 reply

April 11, 2024

You should find them on your statement from your financial institution. You should receive a separate statement for the Roth IRA and traditional IRA. If you cannot find it I would suggest you contact your financial institution.

 

 

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