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Financial Planning / Tax Strategies


Subject:  Re: IRS said I couldn't Date:  2/17/1999  1:51 PM
Author:  UUinMN Number:  10436 of 129666

"I'm at a total loss on how to handle this. "

I feel the same way. You didn't tell us what you're trying to accomplish. Sounds like you want to terminate the Roth, but you didn't say why. I suggest you leave it alone until you're 59 1/2, and the money has been in there 5 years. Then if you need to, you can take it out, tax free. All of it, gain included.

What's to rescue?
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