The trusteed IRA: One tested method to maintain assets under management through the generations
A probate attorney, a trust exec and a Harvard B-school student float a solution to persuade family members to stay the course
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Paul Davidson
Great article. Thanks for the info, you made it easy to understand. BTW, if anyone needs to fill out a <a href="http://www.pdffiller.com/6954783-f1099r--2013pdf-Form-1099-R---Internal-Revenue-Service-User-Forms" rel="nofollow">form 1099-R</a>, I found a blank form in this site PDFfiller. This site also has some tutorials how to fill it out and a few related tax forms that you might find useful.
Chris
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TD Ameritrade
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Top Executive: Tom Nally
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