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Listmates: I have run into a snag with Washington's Dept. of Retirement systems -- I was assisting a client with trying to get his RMD deposited into his checking account, but was told today that FINRA precludes automatic deposits into accounts that are in
the name of a trust. Has anyone else run into this? Is there a workaround other than just having the Dept. mail paper checks to my client at the nursing home??</div>
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Thank you, in advance, for your thoughts!</div>
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Jeff Winter</div>
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Law Office of Jeffrey D. Winter, P.S.</div>
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604 N. Main Street</div>
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Ellensburg, WA 98926</div>
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