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About the Financial Planning category
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0
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2376
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August 31, 2022
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IRA withdrawals tax
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24
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329
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September 10, 2024
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Musings on an inheritance
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9
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141
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August 23, 2024
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Tax on Qualified Dividends
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5
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142
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August 21, 2024
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Report Maturity/Sale of Treasury Bill on Form 8949
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14
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132
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August 7, 2024
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Inherited IRA Question/Scenario
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0
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43
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July 27, 2024
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Does inherited IRA impact Roth conversion?
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31
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290
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July 24, 2024
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Charitable Remainder Trust again
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23
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207
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July 22, 2024
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Taxation of Treasuries
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2
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112
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July 17, 2024
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Are Transcript Costs 529-Eligible Expenses? (Student is enrolled in the receiving school)
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16
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361
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July 12, 2024
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QLAC: Annuity Payments (up to $200K) from IRA or 401k to defer RMDs
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5
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264
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July 7, 2024
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Self-employed income w/o 1099
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7
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437
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July 2, 2024
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Are Transcript Costs 529-eligible expenses?
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1
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110
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June 28, 2024
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Cost basis of gifted property
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3
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211
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June 5, 2024
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Trust and estate - irrevocable trust but total control?
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8
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355
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May 28, 2024
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QCD IRA to Charitable Remainder Trust as RMD--referral
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0
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219
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May 19, 2024
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Inherited IRA RMD - 1st Year?
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32
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851
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May 15, 2024
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Age 50 and Age 55 Rules (retirement plans)
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4
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340
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May 13, 2024
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Wife uses husband’s power of attorney to redo living trust increasing her benefit
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6
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315
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May 7, 2024
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529 Plan Roth Conversion
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1
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215
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May 6, 2024
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Dealing With A Corrected 1099
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4
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292
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April 19, 2024
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Give to my niece
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5
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301
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April 16, 2024
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Donation of stock in-kind to charity
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4
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221
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April 15, 2024
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Rental property and deductions
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1
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315
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April 10, 2024
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Form 1116 filled out on Turbotax 2023 results in a credit of a fraction of the taxes withheld
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1
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260
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April 9, 2024
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Tax Loophole on Annual Gift Limit?
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9
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529
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April 8, 2024
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Question about taxes on inheritance in the form of monthly payments from a trust
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8
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1329
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April 3, 2024
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How to know which ETFs will produce a K-1?
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5
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1273
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April 3, 2024
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Accidental over-contribution to ROTH
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4
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296
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April 1, 2024
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Does attending meetings in New York count as “working” in NY and owing state income tax?
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9
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708
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March 29, 2024
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