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Thanks for the help! My mom currently has 401(k)s with Schwab and Vanguard set up as mutual funds, and she also has company stock. She is also eligible for a pension. I am not sure as to when she MUST start taking money out. I had heard some rumors as to the Feds changing the laws so that mandatory withdrawals are not required, and that's what I'm mostly concerned with. She and I want the money to stay in their current investment vehicles because they are doing very well. I'm checking things out now because if she has to take money out by her next birthday, I have a little over a month to take action. I wanted some outside feedback first before I talk to the folks at Schwab and Vanguard because I don't want us to get railroaded into making a bad decision going in to this blind.
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