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Tell us about yourself:
I am retired. I have an Executive MBA and have been a consultant to a few large cap companies and Dept of Defense. In retirement, I have conducted business webinars for entrepreneurs and personal finance management seminars in southwestern Illinois and eastern Missouri. I have been a guest speaker to many business groups and area Chambers of Commerce.

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 Thanks for that tip! I haven't heard of that before your post.
DavidV935 06-29-2024 06:01 AM
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 Yes... that article is too generic to be of help and it doesn't point the reader to a path to follow. When I submitted my article to AARP Magazine, this is what I told them in the email: AARP Magazine Editors,Because I received different (and often ...
DavidV935 06-09-2024 06:24 AM
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1250
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 I've done extensive research into tax law on inherited traditional IRAs for non-spouse beneficiaries. I would love to share what I've learned with you Gail, but don't know how through this forum. I've written an article about it and shared it locall...
DavidV935 06-08-2024 11:15 AM
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Kudos
1308
Views
 How about an article dedicated to seniors who have a traditional IRA and want to know how to pass that to their adult children (now in their 40s and 50s) in such a way that minimizes the tax consequences while maximizing the amount their beneficiari...
DavidV935 06-08-2024 07:27 AM
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Replies
0
Kudos
1349
Views
 I've discovered over this past year that neither estate planning attorneys, financial advisors, nor accountants understand the complete picture of the financial and tax consequences for those who inherit an IRA, 401(k), or government Thrift Savings ...
DavidV935 06-08-2024 07:23 AM
1
Reply
0
Kudos
1351
Views
 Thanks for that tip! I haven't heard of that before your post.
DavidV935 06-29-2024 06:01 AM
0
Replies
0
Kudos
999
Views
 Yes... that article is too generic to be of help and it doesn't point the reader to a path to follow. When I submitted my article to AARP Magazine, this is what I told them in the email: AARP Magazine Editors,Because I received different (and often ...
DavidV935 06-09-2024 06:24 AM
1
Reply
0
Kudos
1250
Views
 I've done extensive research into tax law on inherited traditional IRAs for non-spouse beneficiaries. I would love to share what I've learned with you Gail, but don't know how through this forum. I've written an article about it and shared it locall...
DavidV935 06-08-2024 11:15 AM
1
Reply
0
Kudos
1308
Views
 How about an article dedicated to seniors who have a traditional IRA and want to know how to pass that to their adult children (now in their 40s and 50s) in such a way that minimizes the tax consequences while maximizing the amount their beneficiari...
DavidV935 06-08-2024 07:27 AM
0
Replies
0
Kudos
1349
Views
 I've discovered over this past year that neither estate planning attorneys, financial advisors, nor accountants understand the complete picture of the financial and tax consequences for those who inherit an IRA, 401(k), or government Thrift Savings ...
DavidV935 06-08-2024 07:23 AM
1
Reply
0
Kudos
1351
Views
 Thanks for that tip! I haven't heard of that before your post.
DavidV935 06-29-2024 06:01 AM
0
Replies
0
Kudos
999
Views
 Yes... that article is too generic to be of help and it doesn't point the reader to a path to follow. When I submitted my article to AARP Magazine, this is what I told them in the email: AARP Magazine Editors,Because I received different (and often ...
DavidV935 06-09-2024 06:24 AM
1
Reply
0
Kudos
1250
Views
 I've done extensive research into tax law on inherited traditional IRAs for non-spouse beneficiaries. I would love to share what I've learned with you Gail, but don't know how through this forum. I've written an article about it and shared it locall...
DavidV935 06-08-2024 11:15 AM
1
Reply
0
Kudos
1308
Views
 How about an article dedicated to seniors who have a traditional IRA and want to know how to pass that to their adult children (now in their 40s and 50s) in such a way that minimizes the tax consequences while maximizing the amount their beneficiari...
DavidV935 06-08-2024 07:27 AM
0
Replies
0
Kudos
1349
Views
 I've discovered over this past year that neither estate planning attorneys, financial advisors, nor accountants understand the complete picture of the financial and tax consequences for those who inherit an IRA, 401(k), or government Thrift Savings ...
DavidV935 06-08-2024 07:23 AM
1
Reply
0
Kudos
1351
Views
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Date Registered ‎11-21-2016 05:05 PM
Last Visited ‎12-20-2024 11:43 AM
Total Messages Posted 5
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