Tax Question and What To Do With RMDs
February 11, 2017
Jim, Chris and Justin Fundalinski answer a question from a listener who received a Schedule K-1 form after a deceased relative’s estate was already settled and wasn’t sure how to proceed. They also answered a question from a listener in New Jersey. This listener has a high income and over $2 million in IRA assets and wanted to know if Jim and Chris have any suggestions to reduce his future Required Minimum Distributions.
Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB)
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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
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