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Client took RMD of 24K from one IRA account. Realized he could covert to ROTH instead of taking RMD. RMD was shipped to his primary (major) money management fir...
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Thanks for help. (Widow received $147,000.) Will apply updated basis amounts to amount received.
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Client received Form 1099-S, amt $52,000. Sale of condo ($311,000 net) directed by terms deceased father's will.Proceeds split among 4 relatives. Are proceeds t...
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I have a new client who set up RMDs. I asked for TY 2019. She had not received one from the Fund for TY 2019 nor for TY2018. She had asked for the check to be s...
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My client refinanced his personal residence mortgage in 2019. As part of the refi loan costs, he was required to purchase Mortgage Insurance. The one-time premi...
