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amethyst73I had a mildly amusing experience with red tape earlier today.
My father's trust company emailed me, asking me to get in touch with his IRA company to make sure he gets the minimum annual distribution for the year. So I called the IRA company and asked them to pull their magic. They emailed me some forms to fill out, and included in their email the contact info for the person I was dealing with, so that I could get the forms back to him.
Both these companies are in Boston.
Not only that, but it turns out they're in the same building.
I'm in California.
This makes sense how????
(Yes, I know, they need someone with POA to instruct the IRA company, the trust company people can't just walk upstairs and bug the IRA company themselves. But still.)
[reposted from G+]
My father's trust company emailed me, asking me to get in touch with his IRA company to make sure he gets the minimum annual distribution for the year. So I called the IRA company and asked them to pull their magic. They emailed me some forms to fill out, and included in their email the contact info for the person I was dealing with, so that I could get the forms back to him.
Both these companies are in Boston.
Not only that, but it turns out they're in the same building.
I'm in California.
This makes sense how????
(Yes, I know, they need someone with POA to instruct the IRA company, the trust company people can't just walk upstairs and bug the IRA company themselves. But still.)
[reposted from G+]
