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Financial Planning / Tax Strategies


Subject:  Re: RMD for decedent Date:  12/20/2012  3:40 PM
Author:  inparadise Number:  117178 of 127638

There are some crazy requirements occurring on the brokerage side.

Well, now you have me worried. Got an email from my broker today that they received the legible death certificate and would "keep me posted." About what? Are they trying to tell me that for some reason they won't be able to establish an inherited IRA? That would be disastrous this year.

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