Share
Explore
List of Distributions
Custodian
Owner
Account
Date
Amount
Description
Notes
1
TIAA
Allison
Variable Annuity
1/15/2021
$100.00
Distribution
Open
2
TD Ameritrade
Alan
IRA
2/5/2021
$30,477.03
RMD: to Alan $15,832.81
Open
3
2/5/2021
$11,108.88
Federal Tax Withheld
Open
4
2/5/2021
$3,535.34
State Tax Withheld
Open
5
TD Ameritrade
Alan
IRA
2/8/2021
$20,000.00
Roth Conversion
Open
6
TD Ameritrade
Alan
IRA
11/26/2021
$811,878.71
Roth Conversion
Open
7
TIAA
Allison
CT Retirement Plan
11/9/2021
$144,391.67
Direct Rollover to TD Ameritrade IRAs (see next two rows)
Open
8
11/22/2021
$143,532.16
Check in at TD Ameritrade to traditional IRA
Open
9
11/22/2021
$859.51
Check in at TD Ameritrade to Roth IRA
Open
10
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
1
Vanguard
Inflation-Protected Securities
Taxable (Alan? Joint?)
10/28/21 Sale $84,663.60 (?) with some realized gains (reserved for 2021 taxes)
Open
2
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
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.