My Roth IRA is worth $179K as of today. I am going to look at my yearly Contribution notes tonight and create a chart as Opus17 suggested. His calculations are ...
Thanks for pointing out the Errors and Omissions Insurance. The Tax Preparer I had been using for the past 18 years was an Older man who was a retired Accountan...
Due to the complexity of this situation over the past 18 years I am in agreement that I do not know what Statue of Limitations Rules might apply. I also know th...