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Fool Community Help Desk / Shout Out for Unsung Heros


Subject:  Phil Marti Date:  9/18/2004  4:43 PM
Author:  WendyBG Number:  8 of 109

I would like to praise and thank Phil Marti (now TMFPMarti), for his knowledgable and unstinting help on tax questions. His advice to me, while I was acting as executor of my mother's estate, has saved our family thousands of dollars. Since the issue was exclusion of the estate-taxed portion of an inherited IRA MRD, IRD, Phil's advice will continue to save us money every year, as long as the inherited IRA lasts, probably decades :-).

Incidentally, I did have both a lawyer and a CPA tax accountant, but neither of them advised me on the obscure, but valuable, issue that Phil Marti correctly addressed.

Many thanks!!!
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