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Retirement tax questions
are you talking to the old custodian or the new custodian.?
The old custodian should not let you do a rollover incorrectly., that is, without RMD first.
I don't know the answer to your question.
@dmertz would know.
			
    
	
		
		
		‎June 30, 2025
	
		
		9:17 PM