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Re: ypsiCPA post# 26460

Monday, 11/26/2007 8:04:28 PM

Monday, November 26, 2007 8:04:28 PM

Post# of 51429
That is similar to another response I got elsewhere. If you are doing this as a precursor to a rollover, someone said to have it issued to something very specific in regards to the rollover.

I know you can roll certs over to another IRA, putting them back into the same account again is a little different, but should be the same technically.

I think you have hit the crux of the problem with the 'persuading the broker' side of it. However, that is why rolling it over to a different IRA would make sense. However, I wouldn't put it past them to screw it up for you on purpose.

Thanks @ everyone!

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