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Last seen: Dec 16, 2021
My one suggestion would be to consider breaking up the SEPP given that you want to take it for so long. You have a lot in cash it looks like for emerg...
@nhp920 Hi Michael, Thanks for making that point. Yes, that is true and I hadn't looked at it that way. I did start a small SEPP last month. I deci...
@dlzallestaxesmsn-com I did look at that and it says only the minimum distribution method would have to change. Those using the amortization method (w...
@tracy I understand that the federal mid-term rate is unlikely to change much. That is exactly why people are saying it doesn't make sense to tie the ...
@twilliam Seems unlikely that it would be retroactive. Especially since it is not currently in there I wouldn't be too concerned. Again, given that th...
@mcc637 I noticed the same last night. I was going to look into it further to see how far in advance that comment period happened prior to the ruling....
@mcc637 Thanks again for the response. This sounds like the revision is indeed separate from the life expectancy table changes (changes which incident...
@dlzallestaxesmsn-com And this has been another reason why I feel that perhaps I should have something in place by the end of this year to avoid that ...
@dlzallestaxesmsn-com Absolutely! I have had that thought as well. I think I may have read that suggestion in another post and have played with that i...
@dlzallestaxesmsn-com Hi, thanks very much for your response! I was only commenting on the topic about the possible revised ruling. I previously fille...
@mcc637 Thanks very much for the link and where to look in the document. I see what you are talking about. This revision is not just the updated life ...
Thank you for this update! Please post here if you see a revision. Do you have a good link for where to check for revisions? I'm not sure where to loo...
Thank you for your response! I appreciate the info. about the tax bracket to target for conversions. Very helpful!
Thanks very much for your reply and being so generous with your time. I'm very appreciative especially given how difficult it has been to find someone...
Thanks very much for your reply! I think some of the confusion is due to the template having changed. I do remember seeing amounts needed before/after...