My followup question has to do with 1099-B for ETFs and Mutual funds, wherein a fraction of assets in each are US Govt. Obligations which are NJ Tax exempt. Cli...
I am a self employed person (Sole Proprietorship). I fund for my retirement via a Defined Benefit Cash Balance Plan (a type of Keogh Plan), above and beyond a 4...
@ DavidD66 - Thanks for your prompt reply. Just to be sure, the Profit Sharing contributions as a self employed person (apart from the $26K 401k with catch up) ...