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Transferring IRA(72T) To Another IRA(72T)

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ByJohnB

L1: Transferring IRA(72T) To Another IRA(72T) I want to thank Gfw and Jim for their quick response to my question. I will keep good records and look into form 5329 for next year. Also, the answerto their questions is yes I am over 59.5. Also, the reason for leaving broker A to broker B is their trading fees have gone50%. Since I make 95% of the decisions with my account who needs him. Well, thanks again..JB2005-02-02 16:04, By: JohnB, IP: [172.160.193.155]
L2: Transferring IRA(72T) To Another IRA(72T) Don’t want to confuse the issue, but, if I had just one more year left to satisfy the required five-year period I don’t think I would transfer.
This assumes that the SEPP coding on the 1099-R has been correct and all payments are processed correctly.
But, if you would save significant fees I guess it could be justified.
2005-02-05 09:35, By: Gary T, IP: [24.145.164.87]

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