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Hi All,

Just went round and round with "financial advisor" and company.
We wanted to withdraw the "Basis" from my wife’s Roth so there will be no tax or penalty on it.

Am I using the wrong terminology?
To me, the Basis of the account is the contributions put in.
They act as I am talking in some crazy language.

After they closed the account a sent us all the money giving me the basis of the last security held we are stuck trying find out what we have to put back in a new account. The earnings. (not with them of course)

They say they need to pull all the 5498s to get to this and that they don’t have the records back that far (2003) online.

My guy at another firm got me the info over the phone in 2 minutes.

So is asking for the "Basis" of the account crazy talk????
Is this not sutable language when talking Roth IRAs?
Should this info be readily available to my (ex)advisor?
Or the supervisor I talked with?

Or did I get a real sh*ty MBA?
(It's 25yrs old so it may be getting a bit moldy)
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