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URL:  http://boards.fool.com/hi-phil-thanks-for-reading-and-bearing-with-me-i-26503185.aspx

Subject:  Re: Multiple rollover problems and 1099-R Date:  3/25/2008  12:17 AM
Author:  CarHasAnts Number:  99724 of 124569

Hi Phil,

Thanks for reading and bearing with me, I tried to be more specific below. I can quickly post clarifications if I know them. If I don't, I'll have to try to get "Carl" to fax me the paperwork. It's just really painful to see something bad happen to a family member's savings.


Timeline
---------------
2000 or earlier
Carl opens a IRA and a Roth IRA at DaisyInsurance, which is an annuity product, and contributes th