Seems to me that I would want to know the appraisal (or at least a reasonable estimate) before making any final decisions. ------------------------------ James Metz jmetz@msmetzco.com M. Stanley Metz ...
Would be interested how you handle this very common situation in regards to Roth conversions and distributions from traditonjnal IRA's. Client receives a 1099R coded 7 with the IRA box checked and a check ...
David, You say that Mom, along with Son, own a collection of some value. Please give us more detail on why/how this joint ownership came about. Who owns what percentage and is it divisible? Bill ...
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