The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: Multiple rollover problems and 1099-R||Date: 3/25/2008 12:17 AM|
|Author: CarHasAnts||Number: 99724 of 124569|
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.
2000 or earlier
Carl opens a IRA and a Roth IRA at DaisyInsurance, which is an annuity product, and contributes th