EFTA02580539.pdf

From: Valeria Chomsk Sent: Tuesday, October 17, 2017 9:18 PM To: jeffrey E. Cc: Noam Chomsky Subject: Fwd: Noam - IRA RMD and Distribution Inquiry - Information I think this piece of inform=tion is important. Noam and I did not=understand the explanation for the manual adjustment. Could you plea=e let us know if this explanation is correct? V</=iv> Forwarded messa=e From: Robert Katz < <mailto > >= Date: Fri, Jun 9, 2017 at 9:39 AM Subject: Noam - IRA RMD an= Distribution Inquiry To: ' <mail href="mailt >, "Noam Cho=sky <mailto Chomsk <mailt > >, Matthew Mazotas < Cc: Isabel Scharmer= >> Debor=h — </_> As re=uested please find below the 2017 RMD information you requested re: Noam C=omsky. Please let us know if you require more information. Bes= regards and enjoy your 2 weeks out of the office. Robert Katz, CFP® Wealth Strategies, Managing Director, Partner<=i> Bainco International Investors 699 Boylston Street • 10th=/sup> Floor • Boston, MA 02116 <tel: > Direct • ( Main • <tel: > Fax EFTA_R1_01756158 EFTA02580539  <mailto > www.bainco.com <http://www.bainco.com/> Last Name IM • CA Code Chomsky U I I I e 2 EFTA_R1_01756159 EFTA02580540 I *Chomsky Noam Chomsky • </=> Seth Corkin, CFr, ChFC° Wealth Strategies Advisor =/span> Bainco International=Investors 699 Boylston Street • 10th=/sup> Floor • Boston, MA 02116 el Direct • ( Main • <tel:i > Fax <mailto > www.bainco.com <http://www.bainco.com/> </=> 3 EFTA_R1_01756160 EFTA02580541 From: Mark O'Keefe Sent: Thursday, June 08, 2017 3:26 PM To: Deborah Pechet Quinan; Robert Katz; Seth Corkin; Isabel Scharmer=br> Cc Noam Chomsky ( <mailto > ); Valeria Chomsky =atthew Mazotas Subject: RE: June estimates Hi De=orah — </_> This =equest can be handled by our Wealth Strategies department. I've co=ied Robert Katz and his team on this response — they will be happy=to handle (most likely tomorrow, since Robert is in NY today at a client meeting). </=> Best =egards, Mark<=> </=> From:=span style="font-size:11.0pt"> Deborah Pechet Quinan [mato >1 Sent: 06/08/2017 9:00 AM To: Mark O'Keefe < <mailto >> Cc: Noam Chomsky <mailto <mailt • Valeria Chomsky <mailto »; Matthew Mazotas < <mailt • Subject: June estimates Thi= message was sent securely using ZixCorp. Hi Mark,<=u> Nick Nichols needs =o know what Noam's Minimum Required distribution is for 2017. =AO Can you please send the group on this email the Form 5498 securely, or the amount of the 2017 MRCP </=> Many thanks,=u> Deborah</=> 4 EFTA_R1_01756161 EFTA02580542 Deborah Pechet Qui=an, Esq. LL.M. =A0 Shareholder Chair, Trusts & E=tates Group 255 State Street, 7th Floor I Bost=n, MA 02109 Direc Assistant - Jayne Mahoney: Office: e-mail: I www.riw.com <http://www.riw.com=> I BIO <http://www.riw.com/attorney/deborah-pechet- quina=/> =br> 5 EFTA_R1_01756162 EFTA02580543