Level 15
12-07-2019
04:04 AM
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Sounds like it may have just been sent to a brokerage account, not another retirement account, which would make it a taxable event.
You need the statement for the account where the money landed, or get the client in the office and call the brokerage, the client can give them permission to speak with you...much easier than asking the client to understand and relay this important type of information..
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
You need the statement for the account where the money landed, or get the client in the office and call the brokerage, the client can give them permission to speak with you...much easier than asking the client to understand and relay this important type of information..
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪