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📄 Extracted Text (684 words)
From: Valeria Chomsky
To: njeffrey E." <joevacation@gmailcom>
Cc: Noam Chomsky
Subject: Fwd: 2016 Year-to-date Withdrawals from IRAs
Date: Fri, 16 Feb 2018 15:41:03 +0000
Attachments: ChomskyWithdmwals.xlsx
Inline-Images: image001.png
Please take a look at the attached report. Line 275 of the attached report:
1/22/2015 $187,000 partial 2015 RMD distribution to NCTR 5 (187,000.00)
Could not find where this money went. There was a deposit in the Bank of America
primary account on that date (1/22/2015) from the Noam Chomsky Revocable Trust
in the amount of $70,000.00, not $187,000. But they reported (in the attached document)
a withdrawal from one of the IRAs in the amount of 5187.000.00.
If you need, I can send you the bank statement.
---- Forwarded message -----
From: Kathleen Horigan
Date: Fri, Sep 16, 2016 at 5:41 PM
Subject: RE: 2016 Year-to-date Withdrawals from IRAs
To: Valeria Chomsky • Isabel Schanner aat-, Non Chomsky
Hi Valelia,
Please sec the attached report of withdrawals from the IRA(s) from 2012 to 2015. Please note that transactions that state "journal to NCTR- mean that the funds
were sent from Noam's IRA to his trust account and then subsequently wired to his checking account.
If you have any further questions, please let me know.
Best,
Kate
From: Valeria Chomsky [maitto:
Sent Thursday, September 15, 2016 6:48 AM
To: Isabel Scharmer; Kathleen Haagen; Noam Chomsky
Subject Fwd: 2016 Yeadto.clate Wthdrawals from IRAs
Isabel,
We would like to receive the withdrawals from IRA for the years 2012, 2013. 2014 and 2015.
Thank you.
Valeria Chomsky
---- Forwarded messy a
From: Isabel Scharmer
Date: Fri, Sep 9, 2016 at 9:51 AM
Subject: 2016 Year-to-date Withdrawals from IRAs
EFTA00880264
To: "Valeria Chomsky air )" 4.1
Cc: Kathleen Horigan
Valeria,
Kate is out today so I am sending along this report per your request. I have copied the info below and also included it as an attachment.
Best.
Isabel
2016 Withdrawals from Noam Chonisk!. IRAs
$40,000 journal to NCTR (and then sent to bank
1/8/2016 account) $ (40,000)
$200,000 journal to NCTR (and then sent to bank
2/19/2016 account) $ (200,000)
$100,000 journal to NCTR (and then sent to bank
3/28/2016 account) $ (100,000)
4/19/2016 $156,000 wire to Noam's checking for 2015 taxes $ (156,000)
5/26/2016 $30.000 wire to checking account $ (30,000)
6/16/2016 543.000 check for 2Q16 Federal tax estimate $ (43,000)
6/16/2016 $6,000 check for 2Q16 MA tax estimate $ (6,000)
7/7/2016 $35.000 wire to checking account $ (35,000)
9/8/2016 $50,000 wire to checking account $ (50,000)
TOTAL 2016 YEAR-TO-DATE WITHDRAWALS FROM IRAS S (660,000)
Isabel Seharmer, CFA Managing Director
Portfolio Strategist
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EFTA00880265
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial
instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are
subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC. its
subsidiaries and affiliates. The email may contain confidential or proprietary information. If you arc not the intended recipient of this email, please immediately
reply to the sender and make the sender aware of the mistake and then delete the email.
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial
instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are
subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC. its
subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately
reply to the sender and make the sender aware of the mistake and then delete the email.
EFTA00880266
ℹ️ Document Details
SHA-256
81ab6c8774b3edae687c0fdaa039d64c9063493aca4f476566142fd84d8e4c36
Bates Number
EFTA00880264
Dataset
DataSet-9
Type
document
Pages
3
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