Get 15% Off + Free Shipping on Orders over $150 - Use Code: EPICSUMMER
April 22, 2013 @ 07:28 PM
NEBSI

Post: 96

Join Date: May 2012

Location: Seattle

Pension plan at merill lynch terminated in 2006 and transfers it to a pension plan at Schwab which terminated in 2012. Client
receives reimbursement of sale chares, expenses, interest, etc for the
period of time between 2006 to 20012 when they transferred the account
to Schwab and received a check made out ot the business entity.
Can they deposit the check to the business, and then write checks for the prorated amounts and do a rollover to their IRAs?

Please login first to reply.
Back To Top