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Your 1099- reflects shares disposed of that were acquired
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I am 58 and receiving short term disability. I have the option of long term disability and Social Security until I am 65. Problem being, I am still raising teenagers. I am thinking of taking early ret… read more
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This is a question pertaining to RMD. I have an annuity that
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Last January my husband lost his job. We contacted Fidelity
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If i have a traditional ira account and and a rollover ira
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I am 73 and must withdraw my MRD form an IRA I have, but I
I am 73 and must withdraw my MRD form an IRA I have, but I also have a 401A and a 403B because I am still working. Would I be allowed to take all the required MRD from the 401 & 403 accounts (they are… read more
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I am (72) currently taking MRDs on old 401s (5 TIAA-CREF accounts).
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My mother died in 2011. She named her 7 grandchildren as beneficiaries
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When I retired I rolled over my Fidelity 401K from a company
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I have a client who has a CA 457 retirement account. She wants
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I have a client who is a doctor and part of a medical practice
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My early retirement lump sum was unfortunately rolled over
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an elderly client rolled over his 401 into an IRA last year,
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Hello, Im the successor trustee of a trust set up by
Hello, I''m the successor trustee of a trust set up by my mother, who died in 2003. She had placed shares of a stock in her trust, and the shares have risen significantly in value since then. Can thes… read more
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I have been self-employed & have a profit sharing plan ...
I have been self-employed & have a profit sharing plan for many years. As of 2008, I will be retired. My broker tells me that I have to put the profit sharing into an IRA after retirement. Is this cor… read more
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I am 72 years old and still working. I have a 401k with ...
I am 72 years old and still working. I have a 401k with Fidelity sponsered by my employer up until 3 weeks ago. I have a new employer and a new 401k. My questions are; Can I roll my preveous 401k into… read more
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Can cashed out ESOP be used as down payment for home?
My company is allowing us to cash out or roll over our ESOP and I am considering cashing out and using a portion of the money as a considerable down payment on a new home (I am a first time home buyer… read more
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