On 2020-02-01 00:05, Dave Gilmore wrote:
[His mother died on 5 Jan of this year, and he was her sole beneficiary.
Trying to accouynt for his takeover of her IRA.]
> She passed on the 5th of January this year. She had already declared a
> specific amount she was going to withdraw for this year and
Hey Stan,
Thank you for your condolences
Hopefully you did that in your name _as_beneficiary_ of your mother.
I worked with the broker who was handing the account for my mom (it's a
major brokerage) to make sure everything was done correctly. My mom had
named me beneficiary on every account
Hello, Dave! My sympathies for your loss.
You say "IRA", so I assume you're talking about US law here.
> 1. She had a traditional IRA account that she was receiving
> disbursements from. I worked with the broker and just rolled all of
> the
accounts into my name.
Hopefully you did that in your
On 1/31/20 10:48 AM, Dave Gilmore wrote:
> Hello all,
>
> My mom recently passed away and I am the sole beneficiary on all of
> her assets. I am wondering how to setup and record few scenarios.
>
> 1. She had a traditional IRA account that she was receiving
> disbursements from. I worked with the b
Hello all,
My mom recently passed away and I am the sole beneficiary on all of her
assets. I am wondering how to setup and record few scenarios.
1. She had a traditional IRA account that she was receiving
disbursements from. I worked with the broker and just rolled all of the
accounts into m
