Strongsilence-C PA
Level 10
02-14-2025
12:07 PM
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Is she still employed? Is she one of those people putting off Social Security until age 70? Does she own a house that would qualify for a reverse mortgage? How did she end up owing $7,000, anyway? "Fairness" means she has to pay her taxes just like most people.
I like the way you think.
She owns nothing. She is 69 and is dog walker and home health aide. Must have been a free spirit back in the day; following her bliss might have been her career.
She thinks she can do an OIC but the IRS won't let her until she takes the 401k loan.
I think I will advise her to take the 401k loan and pay off the IRS. And then the 401k loan will be her only debtor.