Leaderboard

2007 and 2008, really? It was indeed ineligible for rollover, but it's too late and trying to get it out now without tax consequences is probably impossible - you can try to explain it to the IRA provider but they will absolutely want a code for a 1099-R and I can't begin to imagine what code would be correct. I'm usually on the other side and don't appreciate it when participants say something to the effect of "what are you gonna do about it?" but that would be my inclination. Someone might be going through the motions so they can shrug their shoulders and say "we tried."

I agree with Bird. You don't put self-directed accounts (whether they are brokerage accounts or those held at one of the big "record keepers") on the SAR. For the pooled portion of the assets, you only need to list the companies and how much is held at each place. For example: Merrill Lynch $1,300,504 Charles Schwab $704,608 Santander Bank $100,000

We have an extensive online listing of upcoming webcasts and conferences: https://benefitslink.com/cgi-bin/events/index.cgi Maybe I should have the sponsors indicate whether the event provides CE credit!