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This account is tax deferred, and I will have to take withdrawls starting 2011, based on life expectency, etc. Since transferred I've sold out of mutual funds and have purchased in and out of stocks. Are there any tax reporting implications that I'll have due to moving out of mutuals?


i take it from the above that you understand that you have RMD because your parent was older than 70.5

.. *i* found that to be a pain in the bookkeeping ...

i think i'm right that you have the option of emptying the account over 5yrs. (hope that helps)

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