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The problem is that wife lacks capacity and has no power of attorney. Schwab won't automatically take RMD for her. Is there anyway to avoid penalty under these ...
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Client's wife can't take RMD because she is nonverbal and is not competent. Wife does not have power of attorney. How do they file for relief of penalty? Husban...
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I have tried several times to transfer clients from 2019.when I open 2020 none of my clients appear. code 004
