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03-31-2023, 08:14 AM
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Sage
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Join Date: Feb 2016
Posts: 14,559
Thanks: 2,412
Thanked 13,985 Times in 5,363 Posts
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Quote:
Originally Posted by SallyB
My moms are in her IRA account. They also have the GWG in their trust account.
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Here is a Department of Labor website that explains the fiduciary requirements for retirement accounts.
Fiduciary Responsibilities | U.S. Department of Labor
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