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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?

TMF ExRO
Phil Marti
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