Post #12 by ptheland on the Tax Strategies board

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the one I'm trying to understand is his 401K/IRA.

The first thing to clarify is here. Is this an IRA or is it a 401k? They are different plans with different requirements. It doesn't matter what it used to be. The question is what is the account today? When you look at the most recent account statement, is it from the XYZ company 401k plan? Or does it say Rich's Dad IRA?

--Peter

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