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My mother passed away in 2014 and had a roth IRA. Her beneficiary was my aunt; however, she has not yet claimed the funds. I am my mothers oldest child and heir. A fund holder reporting company reached out to me and offered to help me obtain the funds, for a cost of 20%. Is this legit or can a lawyer assist me with going after the funds?
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This sounds like a scam. Your aunt should pressent a death certificate to the brokerage company to claim the Roth IRA. If she never does, they pass to her children, not to you.
Answered on Dec 21st, 2020 at 5:19 AM
This is general information. It cannot substitute for a personal consultation with an attorney. It is not intended to be legal advice or imply an attorney-client relationship.