Financial Planning
Q&A
Asked by Michael
Answered by Joshua Koch, Financial Adviser in Lehighton, PA
HI Michael! I typically ask the question, Are
you taking the RMD because you want to, have
to, or need to? Your specific situation will
determine where these dollars s...
Q&A
Asked by swh3009
Answered by Charles Scott, Financial Advisor in Scottsdale, AZ
As the folks in the land business like to say,
"They aren't making any more of it." Do you
have the funds available today? Will the land
likely cost more ten years f...
Q&A
Asked by Erin
Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi Erin,
First, check with your CPA and/or
tax advisor. The IRS has strict rules for
RMD's. Can you elaborate on how you are
treating the Inherited IRA? If you are...
Q&A
Asked by irene
Answered by James Barath, CMPS, Certified Mortgage Planner in Crown Point, IN
Forwarding a certified death certificate with
your name as an heir or sole benefactor often
is satisfactory to provide familial
relationship.
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