Recent content by USMCAG

Would my financial advisor or the brokerage service know the break down of deductible vs non deductible ira contributions? I suspect they would not but if I have not kept up with it, then my assumption is there is no record. This is a last ditch effort on my part to fix this. I do plan to ask...

The when I think is the problem. I’ve done it for the last 3 filing years. My cpa didn’t catch it (he’s fired now) and the advise from my financial advisor was bogus. It sounds like it may be too late. Since we are post Oct 15 th.

Thanks. What’s the best resource to determine if I qualify to re characterize?

I received some bad advise from a financial advisor on how to convert from a traditional to a Roth IRA. I understand the process now. Specifically, the part I failed to do was to transfer all of my traditional ira ???funds (deductible and non deductible) to a company 401k first. The advise I...