User Profile

[srblanco7]

We set up a revocable trust last year on the recommendation of our estate planning attorney. We've moved our brokerage account and house into the trust....

[srblanco7]

Only other consideration that I could come up with was to verify that you don't have other (traditional) IRAs, in which case the pro rata rule may apply....

[srblanco7]

Not yet there. Transitioned to 24 hrs/week last May and plan to continue that thru the end of this year. DW is also RPT. Plan is for both of us to...