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geomarq123
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  • I'll have to call them and asked if they did a transfer or rollover. That's a good point.And yes I agree the rmd amount would be ineligible, which makes me thin...
    geomarq123
    Updated Jul 17, 2023
  • Hi, yes, it was a same-company rollover not a taxable event.That's helpful. I just need to confirm what his rmd amount was - I can't pull any statements or acce...
    geomarq123
    3
    Updated Jul 17, 2023
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