Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 39
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!!!
Wendy
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.