RE: RE: LeoThread 2025-01-26 07:39
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RE: LeoThread 2025-01-26 07:39

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  1. Established a Rollover IRA.
  2. Scheduled a call with a representative from Fidelity.
  3. Allocated Roth assets into the Roth account.
  4. Transferred all other funds into the Rollover IRA.
  5. Signed a spousal consent form.
  6. Had it