List of Distributions
Custodian
Owner
Account
Date
Amount
Description
Notes
TIAA
Allison
Variable Annuity
1/15/2021
$100.00
Distribution
Open
TD Ameritrade
Alan
IRA
2/5/2021
$30,477.03
RMD: to Alan $15,832.81
Open
2/5/2021
$11,108.88
Federal Tax Withheld
Open
2/5/2021
$3,535.34
State Tax Withheld
Open
TD Ameritrade
Alan
IRA
2/8/2021
$20,000.00
Roth Conversion
Open
TD Ameritrade
Alan
IRA
11/26/2021
$811,878.71
Roth Conversion
Open
TIAA
Allison
CT Retirement Plan
11/9/2021
$144,391.67
Direct Rollover to TD Ameritrade IRAs (see next two rows)
Open
11/22/2021
$143,532.16
Check in at TD Ameritrade to traditional IRA
Open
11/22/2021
$859.51
Check in at TD Ameritrade to Roth IRA
Open
TD Ameritrade
Allison
IRA
11/29/2021
$78,121.29
Roth Conversion (partial)
Open
There are no rows in this table
List of Some Sales
Custodian
Fund
Account (Owner)
Description
Notes
Vanguard
Inflation-Protected Securities
Taxable (Alan? Joint?)
10/28/21 Sale $84,663.60 (?) with some realized gains (reserved for 2021 taxes)
Open
First Eagle
Overseas
Taxable (Alan? Joint?)
10/28/21 Sale $115,000 with some realized gains (reserved for 2021 taxes)
Open
There are no rows in this table
Custodian
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