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Financial Planning / Tax Strategies


Subject:  Re: Another TMF Question Date:  1/4/2013  10:13 PM
Author:  rosewine Number:  117305 of 127753

Thanks, Phil,

That's what I was trying to say. My TIRA is with two different brokers. I took the 2012 RMD amount from one of them in March before I was 70 1/2 and opened a Roth for 2011 with the balance after withholding. I took the 2012 RMD amount plus a little more from the second account in August after I was 70 1/2 to pay dental bills. So I'm good for 2012. It looks like I'll do the same thing in 2013. And, yes I know I could take the total RMD amount from either account rather than some from each.
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