cmsmith_2006
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@Critterthis is where I smirk and chuckle and maybe bang my head against a wall... I've been avoiding the statement of "seek out advisors" in this thread. I'm a...
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@macuser_22I'm aware that the PLR process is involved and can be quite expensive (as well as uncertain). That's why I'm looking for an alternative.
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@Anonymousthis is what I'm trying to find more information about.A) How do I find someone that does this?B) What does it look like when the custodian sends a 10...
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@dmertz- I'm specifically looking for a way to DISPUTE the FMV provided by the insurance company. It is my belief that they are using a very low discount rate. ...
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@Critteras to your items:1) done;2) Already tried to get them to produce a calculation and their written response is "it is proprietary";3) annuitizing would pr...
Activity Feed for cmsmith_2006
- Posted Re: How to dispute a FMV provided by custodian for RMD purposes on Retirement tax questions. November 30, 2019 6:33 AM
- Posted Re: How to dispute a FMV provided by custodian for RMD purposes on Retirement tax questions. November 30, 2019 4:55 AM
- Posted Re: How to dispute a FMV provided by custodian for RMD purposes on Retirement tax questions. November 30, 2019 4:53 AM
- Posted Re: How to dispute a FMV provided by custodian for RMD purposes on Retirement tax questions. November 29, 2019 6:30 PM
- Posted Re: How to dispute a FMV provided by custodian for RMD purposes on Retirement tax questions. November 29, 2019 5:38 PM
- Posted Re: How to dispute a FMV provided by custodian for RMD purposes on Retirement tax questions. November 29, 2019 4:42 PM
- Posted How to dispute a FMV provided by custodian for RMD purposes on Retirement tax questions. November 29, 2019 4:08 PM