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72t accounts

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Last Updated On
ByKeith

L1: 72t accountsI took my first early distribution payment this year under the ammoriztion method based on a total value of certain accounts. Can I move one of those accounts to a different institution and establish a “new” account. I understand that my payments have to be the same based on the calculations that I used.2002-02-10 21:46, By: Keith, IP: [127.0.0.1]
L2: RE: 72t accountsMoving accounts from one institution to another should create no problems.Merely keep a paper trail and account for them as SEPP assets.2002-02-11 04:36, By: Gfw, IP: [127.0.0.1]

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