rbynaker
Level 13
04-16-2023
03:31 PM
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Bob,
Often a SEP-IRA can be your best friend in these circular messes. It's not unusual for a $3K SEP-IRA contribution to save $8K in PTC/payback. Then you get to ask your client the easy question: "Do you want to give the IRS $8K or would you rather give your future self $3K?"