About the Financial Planning category
|
|
0
|
2377
|
August 31, 2022
|
Estate Tax: Can a charity be the beneficiary of an IRA
|
|
4
|
35
|
October 10, 2024
|
Estate Tax: Can a charity be the beneficiary of an IRA?
|
|
0
|
17
|
October 9, 2024
|
Room and Board During Co-Op semester -- 529 eligible?
|
|
10
|
133
|
October 8, 2024
|
Living Trust question
|
|
8
|
118
|
October 5, 2024
|
Tax for Revocable Living Trust question
|
|
2
|
62
|
October 3, 2024
|
Help with Credit Experian
|
|
3
|
112
|
September 30, 2024
|
Clean Energy Tax Credit and SRECs
|
|
0
|
51
|
September 24, 2024
|
IRA withdrawals tax
|
|
24
|
367
|
September 10, 2024
|
Musings on an inheritance
|
|
9
|
148
|
August 23, 2024
|
Tax on Qualified Dividends
|
|
5
|
146
|
August 21, 2024
|
Report Maturity/Sale of Treasury Bill on Form 8949
|
|
14
|
153
|
August 7, 2024
|
Inherited IRA Question/Scenario
|
|
0
|
46
|
July 27, 2024
|
Does inherited IRA impact Roth conversion?
|
|
31
|
297
|
July 24, 2024
|
Charitable Remainder Trust again
|
|
23
|
213
|
July 22, 2024
|
Taxation of Treasuries
|
|
2
|
113
|
July 17, 2024
|
Are Transcript Costs 529-Eligible Expenses? (Student is enrolled in the receiving school)
|
|
16
|
375
|
July 12, 2024
|
QLAC: Annuity Payments (up to $200K) from IRA or 401k to defer RMDs
|
|
5
|
266
|
July 7, 2024
|
Self-employed income w/o 1099
|
|
7
|
440
|
July 2, 2024
|
Are Transcript Costs 529-eligible expenses?
|
|
1
|
111
|
June 28, 2024
|
Cost basis of gifted property
|
|
3
|
214
|
June 5, 2024
|
Trust and estate - irrevocable trust but total control?
|
|
8
|
362
|
May 28, 2024
|
QCD IRA to Charitable Remainder Trust as RMD--referral
|
|
0
|
220
|
May 19, 2024
|
Inherited IRA RMD - 1st Year?
|
|
32
|
852
|
May 15, 2024
|
Age 50 and Age 55 Rules (retirement plans)
|
|
4
|
342
|
May 13, 2024
|
Wife uses husband’s power of attorney to redo living trust increasing her benefit
|
|
6
|
321
|
May 7, 2024
|
529 Plan Roth Conversion
|
|
1
|
216
|
May 6, 2024
|
Dealing With A Corrected 1099
|
|
4
|
295
|
April 19, 2024
|
Give to my niece
|
|
5
|
344
|
April 16, 2024
|
Donation of stock in-kind to charity
|
|
4
|
221
|
April 15, 2024
|