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I have a new client this year who brought in a 1099-R that has a distribution, as well as withholding, which is in the name of an Irrevocable Trust. The recipie...
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From my understanding it was setup as an automatic transfer, before he retired, and somehow everyone involved forgot to stop these automatic transfers in 2016, ...
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Thank you for your quick answer! So, the excess ROTH contributions are not taxable, only the earnings when he withdraws it this year will be taxable in 2019, co...
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I recently took on a client who just discovered that Roth Contributions have been happening by his investment advisor for the past four years, after he retired ...
