qbteachmt
Level 15
04-12-2024
12:19 PM
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"So it should qualify as a rollover"
Well, then you are back to commingled funds. Either it's not a rollover, but an investment of disbursed funds and the wrong purchase. Or, it is a commingled purchase.
I think you should find a mentor that is a trusted licensed insurance broker for investments. Not the taxpayer's friend.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers