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Retirement tax questions
Thank you!
This was also done for my wife, we file jointly, using an IRA to Roth Conversion. Her Roth is in her name, can we keep doing that one?
I will need to figure out how to track the basis of the SEP in the TT system to decide if continuing mine makes sense or not. Maybe more time than is worth it. I guess if my SEP is below cost basis, then I could continue? I think that may be the case. Couple bad decisions there.
‎January 4, 2021
3:50 PM