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    RE: Inherited IRAs

    Posted in: All member Forum

    In general it is simpler for your kids if they are named as direct beneficiaries. You may have specific circumstances that require the trust be named. May I suggest you visit edslott.com. He is a CPA and IRA expert. There are numerous questions and answers ...

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    RE: tax year 2020

    Posted in: All member Forum

    Depends.... If 100% of his income was reported on the MA return then the tax is incorrect and you would have to file the CT and NY returns and then add the Schedule OJC to the MA return and take the credits for taxes paid to other states. If only ...

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    Inherited IRAs

    Posted in: All member Forum

    I'm not an expert in estate/trust issues so I need a bit of a sanity check. I had an attorney set up a trust for me (I live in Illinois). I'm a government employee and I have a Thrift Savings Plan. My attorney was not able to advise me on whether I should ...

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