Archived
Does the Executor of a large estate need to file a tax return for state & federal? 1st year only or multiple?
Tristan's answer
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Answered on September 09, 2015
you need to talk to a an attorney, this is a very specific question that requires an attorney to analyze what you need based on state law.
Archived
Intestate succession, does it apply here? Is this worth it?
Tristan's answer
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Answered on September 09, 2015
You need to speak with an attorney. This is to specific for this forum.
Archived
Can i move money from one 401k plan to another such as money market, tips, bonds etc?
Tristan's answer
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Answered on September 09, 2015
You can just change your investment plan at the bank. If you want to roll part of the account into another retirement vehicle you can do that,...
Archived
Retirement Contribution Questions - small business and 401K
Tristan's answer
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Answered on September 01, 2015
The first part is yes your 18k contribution is the limit of what you individually can contribute to your 401(k) retirement plans in a year, the...
Archived
Tax implications as the beneficiary of my brother's 401k and ESOP accounts.
Tristan's answer
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Answered on August 23, 2015
You need to talk to a local tax attorney. Generally what you must or may do is determined by the plan document. Although, you generally take...
Archived
Need help getting my 401k rolled over, concerned not all money is there and cant get it to roll over?
Tristan's answer
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Answered on August 23, 2015
Talk to an attorney. An initial consultation is often not much, sometimes free.
Archived
If I buy a house cash using 401K funds, do I still have to claim the cost as additional income? Does one also pay sales tax?
Tristan's answer
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Answered on August 23, 2015
The answer to this depends on your circumstances, you should talk to a tax attorney it will save you money in the long run. You can also consider...
Archived
Can I sell my rental property and put the equity in my IRA before filing bankruptcy?
Tristan's answer
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Answered on August 22, 2015
AN IRA rollover can only be completed within 60 days exactly of the time the funds were distributed from your IRA.Otherwise you are just talking...
Archived
I live in Florida and have a self directed IRA(tradional) and own a single family home in the IRA. I Plan to buy a second home.
Tristan's answer
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Answered on August 11, 2015
This is a very specific question that requires a consultation with a lawyer, because it is extremely dependent on your specific circumstances. An...
Archived
I'm looking for an Self Directed IRA Operating Agreement for the state of Georgia.
Tristan's answer
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Answered on August 11, 2015
An operating agreement is for an LLC, not a self directed IRA. If you are asking about an operating agreement for IRA owned LLC, that would be...
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