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<< I miss spoke, my wife is receiving her retirement over 5 years, in large amounts, and that is what's being rolled over each month. Sorry for the confusion. >>

Thanks for the clarification, but I'm still a little confused. If she's receiving taxable distributions, they can't be "rolled" into any kind of retirement account. If she's not receiving taxable distributions, I don't understand the 5-year aspect. I'm also concerned about monthly "rollovers," because true rollovers are limited to one per 12 months. There are exceptions.

Could you provide some more clarification?

Phil Marti
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