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Reply to "Family member death - Tax Filing and Retirement Accounts"
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[quote=Anonymous]You’ll need multiple copies of the death certificate. I would expect the retirement accounts to have named beneficiaries, so the places that hold the funds will do the distributions. You should reach out to them for guidance. The bank can provide you guidance on the bank accounts. There are books to help you with this. If you want to save money, look for used copies online. [/quote]
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