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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
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No. of Recommendations: 1
Madam, you make me blush. Thanks so much for your kind words. It's nice to know I've helped you.

Phil
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No. of Recommendations: 1
<It's nice to know I've helped you.>

It's nice that The Motley Fool site has finally provided a place where I can tell you how much you have helped me :-).

Thanks again,
Wendy
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