IRA BDA Excess Contribution | Ed Slott and Company, LLC

IRA BDA Excess Contribution


Does anybody now how we resolve an excess contribution in a BDA? Original Depositor overcontributed in 2019, but died before she could do the ROE, so now her bene has the funds in a BDA. Any help would be greatly appreciated.

Thank you


Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
We neither keep nor share your information entered on this form.

I agree to the terms and services:

You may review the terms and conditions here.