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Pixy, ExRO, NYMOM, and Retired121,

Thank you all for your answers. Without the agreement at hand your responses agreed with my other research that "in due time" was about the only standard.

I am off to implement calling the manager of his branch after I give him one more shot to do the right thing. As the branch is 2500 miles away it is difficult to sit in but would, in Princeton NJ, create quite the scene. Dont worry, I wouldnt be embarassed. I will use the SEC threat of fraudulent behavior if necessary as I have no further time for these folks to figure out the two details required (type of MRD she used, and total dollars) and report it to me and my sister.

thanks again for your inputs...

A final note for the retired from my experiences with my mother. Dont save your $$$ for your kids if they keep telling you to spend them. If you insist in not dying broke keep detailed records of what type of MRD/MDIB and beneificiary selections you made at 70.5.

Thanks again for all your help. The IRA data and articles were very helpful in researching how the entire process worked and have allowed me to sound intelligent when I really wasnt.


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