@LudwigVan_fan Fidelity advised that a trustee to trustee rollover should be possible within the 60 day period. Granted, they haven’t always seemed to know what...
@dmertzthat used to be correct but various changes to rules over the past few years have added confusion to this topic and I’ve gotten different answers from al...
@dmertz@Per my original post this was not an IRA account. It was a lump sum payment from a pension. It is now cash sitting in the estate bank account. That give...
In that scenario how do you manage that within the 60 day rollover window given that estates often take months to go through probate before funds can be moved?
