Discussion Forum,
I was looking at a KLNR TV Program covering Ed Slott,s Prsentation about
retirement safe gards against the 5 major categories affecting my retirement.
Mainly, taxes.
I need to ask someone at Ed Slott Co. about a tax issue regarding my
annuity withdrawls with UBS Intestment Co.
Basically, I have exhausted my annuity savings in 2012 on hardship
conditions. When my employer closed back in 2000 I rolled over my 401K plan to
Individual IRA account for several years. When I reached retirement age I was
advised to change from the IRA to an Annuity where my risks could be minimized
nearing retirement age and would have a amount guarenteed.
By hardship conditions I mean that I was forced to withdraw all of my
annuity to help cover medical bills for my 36 year old son and children. I used
all of my retirement to pay his medical bills at a time that he was under
emplolyed and without health insurance. It was a matter of life or death and I
could not let my son down.
This money was paid directly to him to pay his medical bills. He has
receipts from pharmacies, hospitals and doctors. The only problem is that all
of these documents are under his name and I am trying to see if I can itemize
these medical expenses in my income tax return for 2012 or if he can do the same
eventhough the money came from my retirement.
Could you please advise me concerning my request? If you have any
questions please e-mail me your concerns.

Thank you,
Javier M. Valenciano
482A Redwood
Laredo, Tx 78041

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