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We ended need to engage an attorney to get the financial institution holding the IRA account to get them to do what we wanted, which was legal, but apparently far outside of such financial institution's experience or knowledge!

that's what i ran into with Mom's ..

between the two of us, so confused*, i just withdrew it all (minor tax hit since it was smallish and i was unemployed)

*read pub 590- several times, but remained confused
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