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ProSeries TaxExperience: 5 years
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Thank you, Jeff, I hadn't considered that the limit was indexed for inflation!!
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Thank you for these details!
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Thank you. So 70 1/2 rather than 73, but my clients aren't there yet regardless.
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Hello,Just making sure that clients prior to RMD age can still benefit from QCD from their retirement accounts?Thank you!
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Highly doubt taxes were capitalized. However, the couple are very detailed and likely could go back through twenty years of taxes to determine if property taxes...
