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Financial Planning / Tax Strategies


Subject:  Re: Multiple rollover problems and 1099-R Date:  3/26/2008  7:06 AM
Author:  TMFPMarti Number:  99762 of 127549

Carl made an appointment to see the bank representatives tomorrow to get the paperwork. If there is something in particular that I should get him to ask for, please let me know.

What's key is the paperwork opening the accounts and exactly how those accounts are titled. If they were titled something along the line of "IRA FBO Carl" all is well. If they were titled just plain "Carl," all is not lost, but there could be a problem.

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