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The deceased father named the minor kids 50-50 beneficiaries - the mom became default trustee just as in an UTMA account because she was their mom. then the pro...
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The kids money is tied up in an attorney's account waiting on a decision by the probate judge. The 1099-Rs are issued as fully taxed disbursements but the mom, ...
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OK - I found this and I think I understand the message.Source:https://www.kitces.com/blog/secure-act-2019-stretch-ira-rmd-effective-date-mep-auto-enrollment/KID...
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Using ProSeries Basic here is the scenarioMom and her kids live under same roof as mom's parent. (1 address = all 5 people)Grandparents of kids and parent of Di...
