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An IRA is neither a pension nor an annuity. It's a tax-favored savings arrangement. Does this help: https://www.bogleheads.org/forum/viewtopic.php?t=420702
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"will contradict with the form 1099R" That's got nothing to do with anything. The 1099-R is issued by the brokerage for money Out. They don't know if your clien...
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"since he passed two years prior." Community Property State, Common Law State, was the title/deed in the name of a trust, was there more than the one child for ...
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How did you go from "local focus" to "scholarships?" Here's one example for Missoula area nonprofits:: https://www.causeiq.com/directory/missoula-mt-metro/ "The...
