Constructive Receipts, Living on Basis, Pension Plan Consultants, and More: Q&A #1948

December 21, 2019

Constructive Receipts, Living on Basis, Pension Plan Consultants, and More: Q&A #1948

Jim and Chris discuss five questions today, such as the concept of constructive receipts, H&R Block, living on basis, and more!

(10:10) A listener provides a web resource related to the concept of constructive receipts as it relates to 60-day rollovers.

(26:05) A Marylander wants to know why Jim isn’t too fond of H&R Block.

(31:35) Georgie Girl is intrigued by “living on basis” and would like Jim to expand on this strategy.

(43:25) A Jets fan would like to know the name of the pension plan consultant Jim has mentioned in the past.

(1:02:10) Another listener would like help with how to inform the IRS of filing missing 8606 forms.

Podcast: Play in new window | Download (Duration: 1:18:20 — 35.9MB)

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