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Financial Planning / Tax Strategies


Subject:  Re: Multiple rollover problems and 1099-R Date:  3/27/2008  9:00 PM
Author:  CarHasAnts Number:  99806 of 123001

The accounts were titled just plain "Carl", but there are some obscure product type / codes which I think means IRA or Roth IRA. I will verify this.

Yes, there was only one set totaling 30k.

Tracing one of the Traditional IRA accounts money path, from the bank's records: (???? Indicates tha