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Financial Planning / Tax Strategies


Subject:  Keogh transfer to IRA Date:  5/8/2001  9:37 PM
Author:  Irma Number:  50873 of 123001

I have 2 KEOGH accounts as well as a traditional IRA. I am planning to do a direct transfer (rollover) of the Keoghs into the IRA, in order to consolidate accounts. Co-mingling is not a problems. Apparently the IRS has not yet ruled whether broker's defer