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Hermes SMTP Server) with ESMTPA ID 430b9ebc66ee745d838881b74f8acbb7; Fri, 07 Feb 2025 01:20:20 +0000 (UTC) Content-Type: multipart/alternative; boundary="------------RvYMmLmsVMJFra3TNdBO9M6b" Message-ID: Date: Thu, 6 Feb 2025 17:20:19 -0800 MIME-Version: 1.0 User-Agent: Mozilla Thunderbird Subject: Fwd: TEDRA ok? Content-Language: en-US References: <7e706b64-331f-4575-8e4a-3b2013812f9b@aol.com> To: DAP AERO From: Curtis Andrews In-Reply-To: <7e706b64-331f-4575-8e4a-3b2013812f9b@aol.com> X-Forwarded-Message-Id: <7e706b64-331f-4575-8e4a-3b2013812f9b@aol.com> X-Mailer: WebService/1.1.23187 mail.backend.jedi.jws.acl:role.jedi.acl.token.atz.jws.hermes.aol Content-Length: 10881 X-Spam-Status: No, score=-2.9 X-Spam-Score: -28 X-Spam-Bar: -- X-Spam-Flag: NO This is a multi-part message in MIME format. --------------RvYMmLmsVMJFra3TNdBO9M6b Content-Type: text/plain; charset=UTF-8; format=flowed Content-Transfer-Encoding: 8bit do we change TEDRA to $280k? that is our only outstanding issue? -------- Forwarded Message -------- Subject: Re: TEDRA ok? Date: Wed, 29 Jan 2025 18:35:28 -0800 From: Curtis Andrews To: DAP AERO Looking at next month, what weekend do you want me to come down and stay a night or two and then bring Mom back? On 1/29/25 6:27 pm, DAP AERO wrote: > True, we probably shouldn’t start an annual thing. > > > >> On Jan 29, 2025, at 6:18 PM, Curtis Andrews wrote: >> >>  >> >> 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 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 >>>>>> 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 -- Thank You Curtis Andrews 1336 E Oak St. Othello WA 99344 andrewscc@aol.com 509 346 8108 --------------RvYMmLmsVMJFra3TNdBO9M6b Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: 8bit

do we change TEDRA to $280k?

that is our only outstanding issue? 



-------- Forwarded Message --------
Subject: Re: TEDRA ok?
Date: Wed, 29 Jan 2025 18:35:28 -0800
From: Curtis Andrews <andrewscc@aol.com>
To: DAP AERO <craig@dapaero.com>


Looking at next month, what weekend do you want me to come down and stay a night or two and then bring Mom back?

On 1/29/25 6:27 pm, DAP AERO wrote:
True, we probably shouldn’t start an annual thing.



On Jan 29, 2025, at 6:18 PM, Curtis Andrews <andrewscc@aol.com> wrote:



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
-- 
Thank You

Curtis Andrews
1336 E Oak St. 
Othello WA 99344
andrewscc@aol.com
509 346 8108
--------------RvYMmLmsVMJFra3TNdBO9M6b--