Q. I have basis in my traditional IRA. I converted a part of the account to a Roth IRA and my advisor explained using the “general method” for recovering both federal untaxed and New Jersey taxed ...
Q. My wife has a 457(b) account for which she had her first RMD in 2019. After the RMD, she executed a direct rollover of a portion of the funds remaining in the account to a traditional IRA during ...
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