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sfstevo
Level 2
Member profile
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  • Solved Re: Inherited Roth & Traditional IRAs

    Thank you ES! I was encouraged by my individual investor group to get ahead of this before I must begin taking distributions, and the publication 590 is full of...
    sfstevo
    Updated Nov 16, 2022

  • Solved Re: Inherited Roth & Traditional IRAs

    Thank you Joe! We both are a year apart in age at 63, so well under the mandatory 72. Vanguard did a great job of keeping my IRAs separated and the inherited IR...
    sfstevo
    1
    Updated Nov 16, 2022

  • Re: Trust Accounts

    Thanks JohnS, I realized this was over my head when the probate court asked me to file a petition aka known as a Heggstad Petition. The attorney was very compet...
    sfstevo
    Updated Nov 16, 2022

  • Re: IRS current status

    Thank you Loretta! I agree, giving the IRS free use of our money is wasteful. I retired in 2021 and have to make estimated payments. I overestimated those amoun...
    sfstevo
    Updated Nov 16, 2022
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