Archive - March 6, 2019

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Best Tax Software for 2019
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Splitting Inherited IRAs

Best Tax Software for 2019

Mar 06 2019
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Forrest Baumhover

Forrest Baumhover joined Lawrence Financial Planning in 2018 after a rewarding 24-year Navy career. He holds a B.S. in English from the United States Naval Academy and an M.B.A from Old Dominion University. Forrest has been a CFP® professional since 2015. He is also enrolled before the IRS as a tax practitioner.

As a veteran and a financial planner, Forrest understands the difficulties of being financially prepared for the unexpected. His personal experience in helping sailors resolve their own financial challenges inspired him to become a financial planner.

Forrest has been quoted in USA Today, Forbes.com, Christian Science Monitor, Business Insider, and other industry publications.

Originally a native of Dade City, Florida, Forrest has lived in Tampa since 2014. In his spare time, he volunteers as a transportation specialist, transporting his three children from activity to activity.

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Regardless of whether you are doing your personal or business taxes, you need a tax software program that accommodates your needs. Incomplete forms and errors are the last things that you want to deal with when filing your taxes, and filing as a military family can add even more confusion as you may be dealing with more unique complications. Having a high-quality and accurate product that is developed for your specific situation is critical. We’ve taken the time to find the top 15 tax software products on the market, outlining their key features to help you pick the right one.… Read More

Splitting Inherited IRAs

Mar 06 2019
Browse archives for March 06, 2019
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jim@blankenshipfinancial.com (Jim Blankenship) All posts from jim@blankenshipfinancial.com (Jim Blankenship)
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In the case of an inherited IRA, splitting it often is desirable in order to better accommodate a distribution plan after the primary owner dies. This can be done prior to the death of the IRA owner, or it could be done after the death of the IRA owner, as long as it’s accomplished before the end of the year following the year of death. Why is this important? When an IRA is inherited by a non-spouse individual, that individual is required to begin taking distribution of that IRA. The required distribution is based either upon the heir’s age or… Read More

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