About LizaBBBB

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Re: How to dispute a FMV provided by custodian for RMD purposes

i went thru this with a smallish IRA held by National Western Life. I enlisted the help of our State's Office of Insurance Regulation. NWL has been using accumu...

LizaBBBB

1

Updated Dec 02, 2023
Re: How to dispute a FMV provided by custodian for RMD purposes

i went thru this with a smallish IRA held by National Western Life. I enlisted the help of our State's Office of Insurance Regulation. NWL has been using accumu...

LizaBBBB

Updated Dec 02, 2023
Solved Re: I think you are mistaken the annuity, even if not annuiti...

No riders, as best as I understand.

LizaBBBB

1

Updated Dec 01, 2023
Solved Re: I think you are mistaken the annuity, even if not annuiti...

Would the cash value be the determining factor?

LizaBBBB

3

Updated Dec 01, 2023
Solved Re: I think you are mistaken the annuity, even if not annuiti...

Is the account value the accummulation value, or the value minus any surrender charge?

LizaBBBB

5

Updated Dec 01, 2023

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Date Registered	‎March 2, 2020 8:11 AM
Date Last Visited	‎December 2, 2023 11:18 AM
Total Messages Posted	5

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