At age 65, Carlotas financial position was better than her health. She had a large...
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At age Carlotas financial position was better than her health. She had a large balance in an IRA that she wanted to move to a different IRA. Carlota withdrew $ from the IRA and planned to roll over the funds into another IRA. Unfortunately, she died before completing the rollover. Carlotas son, Andres, discovered what his mother had done a week after her death. Andres was both executor of Carlotas estate and beneficiary of her IRA
At age Carlotas financial position was better than her health. She had a large balance in an IRA that she wanted to move
to a different IRA. Carlota withdrew $ from the IRA and planned to roll over the funds into another IRA. Unfortunately,
she died before completing the rollover. Carlotas son, Andres, discovered what his mother had done a week after her death.
Andres was both executor of Carlotas estate and beneficiary of her IRA
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