At age 65, Carlotas financial position was better than her health. She had a large...

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Accounting

At age 65, 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 $100,000 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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