Pemberwick - Ray's rollover IRA, second quarter 2026

saved Jul 14, 2026 09:10created 2026-07-14 09:10 (written in the YAML)trap

2linked records

2questions

1file

doc-statement-ira-ray-2026-q2

Fields

Name	Pemberwick - Ray's rollover IRA, second quarter 2026

Linked to

2 records

Ray

Contact · saved Jan 19, 2011 · ← document_subjectopens its pagetrap

Financial statements

Folder · saved Nov 30, 2024 · → folder_document

→ the link goes from this record; ← it comes from the other one. These are the edges the build gives the app. A name in the text is only a match on the words and is never treated as a link.

Comments

Comments are added in the local viewer; this copy is read-only.

Document

documents/statement-ira-ray-2026-q2.pdf →

documentclean 2 pages

Why it exists

someone_elses Peg and Ray each have one of nearly everything, an IRA statement included. Both take atorvastatin, at different doses. Only Peg's health care power of attorney is scanned. "My" means Peg's.

only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.

Story, 2026-05-30: Ray turns 73, so 2026 is his first year of required IRA withdrawals.

Questions that use it

q153 How much does Ray have to take out of his IRA this year? q157 What is my IRA worth?

In the app

missing

From the app's own code (viewer/app_export.sh): Not made yet: run viewer/app_export.sh retired-couple.

One step out

As the app receives it

The graph nodes the build makes for it: the record, and its phones, emails, addresses, pictures and files.

{
 "$type": "n_type_document",
 "id": "n_doc_statement_ira_ray_2026_q2",
 "createdAt": "1784020200000",
 "name": "Pemberwick - Ray's rollover IRA, second quarter 2026"
}

{
 "$type": "n_type_file",
 "id": "n_doc_statement_ira_ray_2026_q2_file_1",
 "uri": "persona-file:documents/statement-ira-ray-2026-q2.pdf",
 "createdAt": "1784020260000",
 "thumbnail_600": "persona-thumb:documents/statement-ira-ray-2026-q2.pdf",
 "mime_type": "application/pdf"
}

Source

personas/retired-couple/records/documents.yaml:222

- id: doc-statement-ira-ray-2026-q2
  kind: document
  created: 2026-07-14 09:10
  folder: folder-financial
  about: [ray]
  name: Pemberwick - Ray's rollover IRA, second quarter 2026