Suvie Fogelman, was exceptional - she walked me through everything I needed using the on line website. Her directions were clear and concise, while being very patient with me as I was using my computer to complete forms to deposit money from my checkbook IRA into my custodial account and at the same time complete the form for my IRA mandatory 2025 distribution. She is kind, patient, understanding and extremely knowledgeable. I hope she is or becomes a longterm employee - the World needs more competent individuals like Suvie!
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