Epstein Secrets

ably once taking into account other payments to family members, like medical expenses for grandchildren, etc.). Noam Forwarded message From: Robert Katz <1 Date: Wed, Aug 2, 2017 at 11:45 AM Subject: Chomsky - Gene Landy's request To: Gene Landy Cc: Noam Chomsky Valeria Chomsky , Sam Bain J

ke sense to you? The other comment has to do with withdrawing in excess of RMD calculation in the past. There's a reason for this. Until last year, Bainco was distributing $140,000 from the IRA to family members. Furthermore, as far as I can figure out, we were charged with the management fees for the

y. No DNI has been paid to me as far as I can ascertain. Could you look into this? DPQ: Yes. Bainco should be able to tell me. I will follow-up with Robert Katz. 3. Payments to the trust on the loan. We were never notified how or to whom to make payments, so have never made any, though we should because the

with one of our lawyers. Her answers are in blue. We would like to know your ideas. Best, Valeria PS. The last page of the quarterly report from Bainco where they disclose their management fees has not been included recently in the copies of the reports that come to Noam. Here are a few things I'd

nium statements (Quarterly) sent to him via e-delivery and the Pershing statements (monthly) are hard copy to his home in Cambridge. Best regards, Robert Katz, CFP@ Wealth Strategies. Managing Director. Partner 699 Boylston Street 1 10th Floor I Boston. MA 02116 Main I Direct EFTA00679488 Email Signa

illennium in addition to the Pershing statement and will confirm that both are routinely supplied to our clients. You will also kindly be supplying Bainco and other relevant fee information as of 2016 year end for each of the relevant accounts. If we need additional information, I will let you know.

ainco Date: =/b>December 11, 2017 at 9:20:07 AM =ST To: =/b>Noam Chomsky < I>, Valeria Chomsky Cc: =/b>Sam Bain , =athleen O'Malley <mailto: >, Robert Katz <i=l >, =ichard Kahn < anailton Hi Richard, Please call me at Thank you, Isabel Isabel Scharmer, CFA Managing =irector Portfolio =trategist

end of 2017, we are writing to clarify our understanding of =our relationship with Bainco at this time. Outlined below are the accounts you have at Bainco and our =nderstanding of our continuing services for you, pending any near term =ecisions that you may make regarding your account. We very much =ou

sabel Scharmer <=. > Date: Fri, Dec 8, 2017 at 10:01 AMSubject: Chomsky / Bainco To: Noam Chomsky < > > Cc: Sam Ba=n < », Kathleen O'Malley < , Robert Katz < Dear Noam, > > > > EFTA_R1_01707013 EFTA02551095 We hope you and Valeria are well. As we approa=h the end of 2017, we are writing to clarify

end of 2017, we are writing to clarify our understanding of your rel=tionship with Bainco at this time. Outlined below are the accounts you have at Bainco a=d our understanding of our continuing services for you, pending any near t=rm decisions that you may make regarding your account. We very much =ou

: Fri, Dec 8, 2017 at 10:01 AMSub ect: Chomsky / Bainco To: Noam Chomsky < <mailto:[email protected]» Cc: Sam Ba=n < », Kathleen O'Malley < », Robert Katz < Dear Noam, We hope you and Valeria are well. As we approa=h the end of 2017, we are writing to clarify our understanding of your rel=tionship wi

end of 2017, we are writing to clarify our understanding of your rel=tionship with Bainco at this time. Outlined below are the accounts you have at Bainco a=d our understanding of our continuing services for you, pending any near t=rm decisions that you may make regarding your account. We very much =ou

sky < Sent: Saturday, December 23, 2017 6:19 PM To: Isabel Scharmer; jeffrey E. Cc: Richard Kahn; Valeria Chomsky; Kathleen O'Malley; Sam Bain; Robert Katz Subject: Re: Chomsky / Bainco Yes, I want you to give him all the information he require= On Fri, Dec =2, 2017 at 6:12 PM, Isabel Scharmer < > w

end of 2017, we are writing to clarify our understanding of your rel=tionship with Bainco at this time. Outlined below are the accounts you have at Bainco a=d our understanding of our continuing services for you, pending any near t=rm decisions that you may make regarding your account. We very much =ou

address in Cam=ridge. And Noam was never informed about how to access the Millenniu= statements via e-delivery. Weird. Forwarded messa e From: Robert Katz <mailto Date: We=, Aug 9, 2017 at 3:37 PM Subject: Chomsky invoices and statements - As requested To: Gene Landy Cc: Valeria Chomsk <=chomsky3@

illennium in additio= to the Pershing statement and will confirm that both are routinely suppli=d to our clients. You will also kindly be supplying Bainco and other relevant fee information=as of 2016 year end for each of the relevant accounts. If we need additional information, I will let you know.

-=pas.com», "Noam Chomsky >, "Valeria Chomsky <mailto <valeria.chomsky@gm=il.com <mailto >> Cc: Isabel Scharmer < <mailto:IScharmer@bain=o.com», Robert Katz < <mailto: >, " <mailto => c/a>" «a href=> », Matthew Mazotas I also want to raise the question about your s=ate of residency. Arizona personal

ldings. Please let us know, and then we can work on re=ining the calculation of the 2017 tax payments that we recommend, and we c=n coordinate with Bainco about the IRA tax distribution. EFTA_R1_01856577 EFTA02633465 Thanks, Nick & Matt From: Kathleen O'M=Iley (mailto <mailto >1 Sent: Thursday,