EFTA02580171.pdf

From: jeffrey E. <[email protected]> Sent: Tuesday, October 17, 2017 9:37 PM To: Valeria Chomsky Subject: Re: Noam - IRA RMD and Distribution Inquiry - Information they are pointing out the minimum required distribution =AO , i dont see any answer at all to the what is the manual ad=ustment mean? [email protected]>, "Noam Chomsky a ew azo <mai to Cc: Isabel Scharmer , Kathleen O'Malley < <mailto Debor=h — <1=> 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, CEP* Wealth Strategies, Managing Director, Partner<=i> Bainco International Investors 699 Boylston Street <https://maps.google.com/?q=699+=oylston+Street&entry=gmail&source=g> =E2 10th Floor • Boston, MA 02116 in ax www.bainco.com <http://www.bainco.com/> Last EFTA_R1_01755416 EFTA02580171 Name Acct #</=pan> Type DOB Age in 2017<=u> IRS Factor (A)<=> A/C Value 12/31/2016 Manual Adjustment</=> 2017 Minimum Distribut=on 2017 'TD Distribution Amount remaining to di=tribute before 12/31/17 CA Code Chomsky Noam Chomsky Inherited A2A950422 IRA 12/07/28 89=/p> 5.9<=p> $ 393,651 $ =AO - $ 66,720.55 $ 50,000<=> $ 16,720.55 KH</=> nc2ira *Chomsky 2 EFTA_R1_01755417 EFTA02580172 Noam Chomsky A2A950307 IRA 12/07/28 89=/p> 12.0=/p> $ 2,752,349 $ 150,000 $ 241,862.41 $ 390,000 =A0 0 KH</=> ncira </=> Seth Corkin, CFP•, ChFC6 Wealth Strategies Advisor =/span> Bainco International=Investors 699 Boylston Street <https://maps.google.com/?q=699+=oylston+Street&entry=gmail&source=g> =E2 10th Floor • Boston, MA 02116 www.bainco.com <http://www.bainco.com/> <1=> From: Mark O'Keefe Sent: Thursday, June 08, 2017 3:26 PM EFTA_R1_01755418 EFTA02580173 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 Sent: 06/08/2017 9:00 AM To: Mark O'Keefe Cc: Nickn@al=-cpas.com <mailto <mailto »; Valeria Chomsky <INNIMNIMI NOMNIMIn Matthew Mazotas < >> 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 MRD? </a Many thanks,=u> Deborah</=> Deborah Pechet Qui=an, Esq. LL.M. =A0 Shareholder Chair, Trusts & E=tates Group 4 EFTA_R1_01755419 EFTA02580174 255 State Street,=7th Floor <https://maps.google.com/?q=255+State+Street,+7th+Floor'XC2cM0%7=%C2%A0Boston,+MA+02109&entry=gmail&sou rce=g> <= href="https://maps.google.com/?q=255+State+Street,+7th+Floor%C2%A0%7C=C2V0A0Boston,+MA+02109&entry=gmail &source=g"> I Boston, MA 02109 <https://maps.google.com/?==255+State+Street,÷7th+Floor%C2%A0%7CY0C2%A0Bostons+MA+021098,ientry==mail&so urce=g> I BIO chttp://www.riw.com/attorney/deborah-pechet-quina=/> =br> =AO please note The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, disclos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:[email protected]" target="_blank">[email protected], and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved 5 EFTA_R1_01755420 EFTA02580175