Reply To: Effective Tax Administration Advice

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#32177
Eric Green
Keymaster

Madeleine,

The best approach in my experience is to make the economic argument as to why they need the equity and the IRA: usually its that they cannot cover their allowable expenses and based on life expectancy, they need that money to support themselves.

I would watch the program we did on ETA and DCSC offers in the collections area. I walked through actual cases we had in the office to illustrate this.

Eric