Can our customer contribute to an IRA at 80 and still be in RMD?
When do we check the box aggregated in line 24?
If our volume exceeds the Safe Harbor limit and we start complying with the rule, can we re-qualify for the Safe Harbor exemption if our volume is reduced to under 500 transfers a year?
What does “UBPR” stand for?
If the trust has two grantors (husband and wife) and one of the grantors dies, is the trust still revocable until the second grantor dies?