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Mother dies naming her estate as the beneficiary. Will names 4 children to inherite her assets. I thought that the...
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Wife has a $40k IRA with a $14k after-tax contribution basis. Her husband died and she will be rolling his...
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I have a client that changed IRA companies during the 72t distribution period. The new company did not set this...
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Common wisdom says that lowering taxes helps people financially because it puts more money in their pocket. This is true,...
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Hi all I wrote in last year about a client who had stock from a prior employer in which some...
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Say someone has $200,000 in an IRA with an after-tax cost basis of $20,000. The year is 2010. Tax Facts...
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Client inherited Bank IRA CD from his father; mother is also deceased. There are four total siblings and the sole...
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I have a prospect who has aprox 385k in his ira. Of which 59k is after tax money. How to...
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Dad passed in November, 2007. He did some “interesting” things with his IRA accounts. Acct A was opened in 2006....
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I have a client that we did a direct trustee to trustee transfer form one IRA institution to another in...
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