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acct balance

L1: acct balanceThanks for a great web site.I wanted to set up my SEPP using theend of Oct balance and the Nov long-term rates. Then an additional small amount (probalbly dividends) was deposited in my account after the month end balance statement. Should I add the little check to the first year calculations? 2002-11-04 06:24, By: danjay, IP: [127.0.0.1]
L2: acct balanceHello danjay:
I would use the balance as reflected on the printed statement you receive from your brokerage.

TheBadger
wjstecker@wispertel.net

2002-11-04 08:23, By: TheBadger, IP: [127.0.0.1]

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