Talk of The Villages Florida - View Single Post - Roth Conversions
Thread: Roth Conversions
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Old 10-10-2024, 07:59 AM
spinner1001 spinner1001 is offline
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Quote:
Originally Posted by dewilson58 View Post
Schwab is not a tax pro as asked.
This is correct

I doubt an advisor at a financial institution will give a customer personal tax advice like OP wants.