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Level 4
04-30-2021
11:14 AM
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I just sent in a question for Proseries and received a badge for 10 Conversations but received no replies to my question. How do I go into the conversations to see what is being discussed? Thanks
My question was if I could qualify a portion of a Retirement Distribution as a qualified Disaster distribution that was partially used to pay off credit cards with pre- 2020 balances so client would eliminate the monthly payments he was making. The balance of the distribution was used for "survival" Thanks
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