Real Case: How We Saved a Client Over $17,000 in Taxation on Roth IRA Distribution
Issue: Roth IRA distribution kicks in taxable income. Here’s the kicker: it should not. $$ at Stake: over $17,000 When a client received an audit letter from the IRS proposing a tax increase of over $17,000, they turned to us for assistance. Unfamiliar with the complexities of taxation, the client was unsure about the reasons … Read more