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Date: Wed, 29 Jan 2025 18:18:18 -0800
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Subject: Re: TEDRA ok?
To: DAP AERO <craig@dapaero.com>
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 <E78C257F-51D7-42F1-846C-A38B7519B755@dapaero.com>
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From: Curtis Andrews <andrewscc@aol.com>
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If we give them 30k more than we discussed, we can ask that they put 
half of that into their ROTHs this year.   Then we can decide about next 
year and beyond later.  but once we start....


On 1/29/25 6:01 pm, DAP AERO wrote:

> Good point, but we need to make sure we have that much cash available. 
>  I am ok either way.  I asked mom about continuing Carole’s gift into 
> their Roth, that isn’t something she wanted to do.
>
>> On Jan 29, 2025, at 5:11 PM, Curtis Andrews <andrewscc@aol.com> wrote:
>>
>> ﻿
>>
>> What if their attorney asks why it is not half of the estate, then we 
>> look bad.
>>
>> On 1/28/25 7:46 pm, DAP AERO wrote:
>>> I think we do the $250k now which satisfies the trust.
>>>
>>> Mom may want to contribute to their Roth with Carole’s annual gift.
>>>
>>>> On Jan 28, 2025, at 6:39 PM, Curtis Andrews <andrewscc@aol.com> wrote:
>>>>
>>>> ﻿
>>>>
>>>> Are we ready to send out the TEDRA for nat and mat to review?
>>>>
>>>> we need to decided if $250k now and more later or $280K  now and 
>>>> less later.
>>>>
>>>> Technically the TEDRA only deals with the $2,193,000 in dad's 
>>>> trust, but if we have the cash, we could do 1/9th of Dad's half and 
>>>> then be done (unless mom wants to fund their ROTHs next year with 
>>>> her half)
>>>>
>>>>
>>>> -- 
>>>> Thank You
>>>>
>>>> Curtis Andrews
>>>> 1336 E Oak St.
>>>> Othello WA 99344
>>>> andrewscc@aol.com
>>>> 509 346 8108
>> -- 
>> Thank You
>>
>> Curtis Andrews
>> 1336 E Oak St.
>> Othello WA 99344
>> andrewscc@aol.com
>> 509 346 8108

-- 
Thank You

Curtis Andrews
1336 E Oak St.
Othello WA 99344
andrewscc@aol.com
509 346 8108

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    <p><font face="Times New Roman, Times, serif">If we give them 30k
        more than we discussed, we can ask that they put half of that
        into their ROTHs this year.   Then we can decide about next year
        and beyond later.  but once we start.... <br>
      </font></p>
    <p><br>
    </p>
    <p><br>
    </p>
    <p>On 1/29/25 6:01 pm, DAP AERO wrote:</p>
    <blockquote type="cite"
      cite="mid:E78C257F-51D7-42F1-846C-A38B7519B755@dapaero.com">
      <meta http-equiv="content-type" content="text/html; charset=UTF-8">
      <div dir="ltr">Good point, but we need to make sure we have that
        much cash available.  I am ok either way.  I asked mom about
        continuing Carole’s gift into their Roth, that isn’t something
        she wanted to do.</div>
      <div dir="ltr"><br>
        <blockquote type="cite">On Jan 29, 2025, at 5:11 PM, Curtis
          Andrews <a class="moz-txt-link-rfc2396E" href="mailto:andrewscc@aol.com">&lt;andrewscc@aol.com&gt;</a> wrote:<br>
          <br>
        </blockquote>
      </div>
      <blockquote type="cite">
        <div dir="ltr">﻿
          <meta http-equiv="Content-Type"
            content="text/html; charset=UTF-8">
          <p><font face="Times New Roman, Times, serif">What if their
              attorney asks why it is not half of the estate, then we
              look bad. </font><br>
          </p>
          <div class="moz-cite-prefix">On 1/28/25 7:46 pm, DAP AERO
            wrote:<br>
          </div>
          <blockquote type="cite"
            cite="mid:1F85928A-CF47-4322-97FF-0E47C1371E96@dapaero.com">
            <meta http-equiv="content-type"
              content="text/html; charset=UTF-8">
            <div dir="ltr">I think we do the $250k now which satisfies
              the trust. </div>
            <div dir="ltr"><br>
            </div>
            <div dir="ltr">Mom may want to contribute to their Roth with
              Carole’s annual gift. </div>
            <div dir="ltr"><br>
              <blockquote type="cite">On Jan 28, 2025, at 6:39 PM,
                Curtis Andrews <a class="moz-txt-link-rfc2396E"
                  href="mailto:andrewscc@aol.com" moz-do-not-send="true">&lt;andrewscc@aol.com&gt;</a>
                wrote:<br>
                <br>
              </blockquote>
            </div>
            <blockquote type="cite">
              <div dir="ltr">﻿
                <meta http-equiv="content-type"
                  content="text/html; charset=UTF-8">
                <p><font face="Times New Roman, Times, serif">Are we
                    ready to send out the TEDRA for nat and mat to
                    review? </font></p>
                <p><font face="Times New Roman, Times, serif">we need to
                    decided if $250k now and more later or $280K  now
                    and less later.</font></p>
                <p><font face="Times New Roman, Times, serif">Technically
                    the TEDRA only deals with the $2,193,000 in dad's
                    trust, but if we have the cash, we could do 1/9th of
                    Dad's half and then be done (unless mom wants to
                    fund their ROTHs next year with her half)     <br>
                  </font></p>
                <p><font face="Times New Roman, Times, serif"><br>
                  </font></p>
                <pre class="moz-signature" cols="72">-- 
Thank You

Curtis Andrews
1336 E Oak St. 
Othello WA 99344
<a class="moz-txt-link-abbreviated moz-txt-link-freetext"
                href="mailto:andrewscc@aol.com" moz-do-not-send="true">andrewscc@aol.com</a>
509 346 8108</pre>
              </div>
            </blockquote>
          </blockquote>
          <pre class="moz-signature" cols="72">-- 
Thank You

Curtis Andrews
1336 E Oak St. 
Othello WA 99344
<a class="moz-txt-link-abbreviated moz-txt-link-freetext"
          href="mailto:andrewscc@aol.com" moz-do-not-send="true">andrewscc@aol.com</a>
509 346 8108</pre>
        </div>
      </blockquote>
    </blockquote>
    <pre class="moz-signature" cols="72">-- 
Thank You

Curtis Andrews
1336 E Oak St. 
Othello WA 99344
<a class="moz-txt-link-abbreviated" href="mailto:andrewscc@aol.com">andrewscc@aol.com</a>
509 346 8108</pre>
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