qbteachmt
Level 15
04-24-2021
07:07 PM
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"someone should have helped her figure out how to roll it over to her own IRA anyway."
Shoulda, woulda, coulda. That ship has sailed.
"took a total distribution and deposited into an Estate checking account."
and now it also goes through Probate, instead of directly to a beneficiary (person) and could have qualified for inherited IRA treatment.
Shoulda, woulda, coulda.
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Don't yell at us; we're volunteers