I suggest you browse around EmergDoc's blog site for MD investors.
http://whitecoatinvestor.com/new-to-the ... tart-here/
I don't know for sure but you might find something useful for your wife's upcoming decisions on buying in and retirement.
livesoft wrote:convestor21 wrote:
Could some other people weigh in on this? Is this a possibility?
It is unlikely to be a possibility because of the kiddie tax rules. However, "unlikely" does not mean "impossible".
Saving$ wrote: Do you have an umbrella policy? If so, you were probably required to disclose your net worth in bracketed amounts. Thus your insurer knows.
Crow Hunter wrote:
I thought you could just transfer assets in kind from an IRA into a taxable account and count the value as the RMD. But I am very often wrong.