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Mother passed. Am I allowed to trade within her account before it transfers ownership?
Mother passed. Am I allowed to trade within her account before it transfers ownership? Mom had a SEP IRA and was really into stock-picking. Some of her choices were... questionable. I'm helping my dad (her next of kin) arrange his finances so he can retire in 5 years. Can I switch her SEP IRA to index funds right now, or do we need to legally wait until the account has been transferred into my dad's name? Not sure how long that wi...
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