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Mrs Winedoc has a small IRA with Algers funds. She worked for Walt Disney figure skating for 4 yrs.
The fund had doubled since she “retired” and the markets are up, so we figured we would “repatriate” the cash.
So, in order to cash out she has to pay tax with a 1099 R form and Algers with holds 10% of the fund.
Does that sound right ?
Any advice
Winedoc