You're very welcome! I'm glad I could help clear things up for you. It can definitely be tricky navigating through all the rules about contributions and rollovers between different types of retirement accounts. As for my experience, I’ve been working with tax preparation and financial planning tools for a while, helping people navigate situations like yours with retirement accounts, investments, and general tax questions. Happy to assist anytime.
October 17, 2024
12:50 AM
