Ephesians3-14
Level 8
02-27-2022
06:52 PM
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I already presented a workaround query.
In the 2020 software set up a home base query that lists the TAXABLE IRAs and TOTAL IRAs. then sort. If there are total IRAs of $75,000 and Taxable IRAs of $25,000 (or more), then you might have a 3 yr spread candidate.