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seward

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seward

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Re: ypsiCPA post# 233

Friday, 08/01/2008 8:57:53 AM

Friday, August 01, 2008 8:57:53 AM

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They don't allow transfers from outside banks to an IRA. You are supposed to request transfer from a regular brokerage acct to the SEP. They issued written instructions to this effect, and accepted the transfer request last year. Its probably just merger confusion.

hans
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