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Retirement tax questions
Well, therein lies the problem. The bank that held the IRA was told I was transferring it to an Inherited IRA (which I now have) and sent me a check. I took the check directly to the financial adviser to start the new IRA. The IRA is now in effect entitled, IRA FBO (my name), B/O (my mother's name) Deceased.
‎June 6, 2019
3:13 AM