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17 April 2020 | 40 replies
That doesn't sound right.In any event, what about applying for a variance?
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18 April 2020 | 3 replies
All that being said, I was reading Publication 523, specifically the unforeseeable events section.
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16 April 2020 | 1 reply
Thought about working with a financial planner to help consolidate all my IRAs and investment accounts, rollover some retirement funds into a ROTH IRA so I can utilize it in the future for investment and be prepared for life after COVID.
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17 April 2020 | 4 replies
Thought about working with a financial planner to help consolidate all my IRAs and investment accounts, rollover some retirement funds into a ROTH IRA so I can utilize it in the future for investment and be prepared for life after COVID.So I guess my question is. . .any advice for an unemployed professional with no income that is starting out in REI in midst of COVID-19
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16 April 2020 | 2 replies
In the event the initial contractor hasn't been paid in full perhaps they can recommend a different contractor as well.
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29 March 2020 | 7 replies
You may wish to confirm that the new 401k provider will handle the ongoing compliance support such as any required 5500 filing (e.g. 5500-ez for a one-participant plan with assets in excess of $250,000), any required tax reporting (e.g. 1099-r in the event of a distribution or in-plan Roth conversion), mandatory plan updates and amendments, etc.4.
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26 March 2020 | 23 replies
While this rollover is not a taxable event, it is reportable.
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4 April 2020 | 3 replies
I am pretty envolved with our local Chamber of Commerce and I work with our local rotary club to help plan and prepare for an annual event.
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13 April 2020 | 18 replies
Every financial planner would indicate this.
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7 April 2020 | 7 replies
For example, if you got a job out of state, that would qualify as an event to be owner occupied for less than a year.