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Retirement tax questions
OK, Thanks
It seems to me that Chase Bank gave me incomplete guidance when I opened the new IRA regarding how to retrieve the Taxes paid. I was only encouraged to use the next Tax reporting cycle to recover the funds.
It now seems that what I should have done was opened a line of credit with Chase, used it to fund the balance of the rollover and then report a full rollover during Tax reporting.
Nice
It seems to me that Chase Bank gave me incomplete guidance when I opened the new IRA regarding how to retrieve the Taxes paid. I was only encouraged to use the next Tax reporting cycle to recover the funds.
It now seems that what I should have done was opened a line of credit with Chase, used it to fund the balance of the rollover and then report a full rollover during Tax reporting.
Nice
May 31, 2019
5:42 PM