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  • Need assurance that this is correct. Client has $31K in series EE savings bond that was cashed in 2023. She put the funds in a college fund in her name. She's n...
    Apr 05, 2024
  • Could be a survivor pension. May be going to ex wife. I think this is why the audit part. The surviving spouse isnt much help here.
    Mar 23, 2024
  • Hi all. Need an opinion on military retirement. Client was retired and received retirement up until his death in Aug 2023. The run around getting the 1099R is u...
    Mar 23, 2024
  • Good morning. I have maybe a dumb question but here goes. Have a reject from a person that has previously received a German annuity which has a foreign tax carr...
    Mar 29, 2023
  • What you can't do under the MSRRAOf course, there are limitations to this law, as you might expect. And remember, these vary state to state, so do your specific...
    Mar 10, 2023
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