[Tom52]

I need a recommendation for someone that can give good advice and prepare a plan that considers tax implications for IRA to Roth conversions plus selling of I bonds and large untaxed income in the next few years.

[village dreamer]

Originally Posted by Tom52

I need a recommendation for someone that can give good advice and prepare a plan that considers tax implications for IRA to Roth conversions plus selling of I bonds and large untaxed income in the next few years.

my uncle joe is a great accountant , but he cant take on any new accounts till he gets out of prison.....

[Badger 2006]

Originally Posted by Tom52

I need a recommendation for someone that can give good advice and prepare a plan that considers tax implications for IRA to Roth conversions plus selling of I bonds and large untaxed income in the next few years.

Mark Murphy CPA /407-670-4289 / I have used Mark’s services for years, and with what he has accomplished for me, I certainly believe he can do for you.

[Babubhat]

Go to Ed slott website and find local trained person.

Ed Slott and Company, LLC - America's IRA Experts

VICKI BEAM

Fortitude Wealth Planners LLC
Financial Advisor
4075 County Road 106
Oxford, FL 34484
2319472920
[email protected]
Website

[thelegges]

Originally Posted by Badger 2006

Mark Murphy CPA /407-670-4289 / I have used Mark’s services for years, and with what he has accomplished for me, I certainly believe he can do for you.

We use Mark also, if there is a complication he's right there to fix it

[CoachKandSportsguy]

give Haggar on here a private message, he is very good as well.

I do my own, my parents, our LLC, and several trusts. And I have conversed with Haggar about some technicalities, and he is very knowledgable.