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Thank you, I thought I had to be reading that wrong. It just didn't make sense to me that they would allow it to come out of a Roth. My spidey senses were off t...
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Thank you for the response. I appreciate the advice too. I will be taking action to correct this ASAP!
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My client has 3 IRAs, two traditional and one ROTH. The financial advisor calculated the RMD, but withdrew the funds from the ROTH. Is this allowed? It seems il...
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Thank you! I will hold onto mine as well. I will just have to explain it is the best option, considering the consequences. The shareholders are chomping at the ...
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I am in this scenario with PPP crossing years: negative retained earnings, and distributions in excess of retained earnings as a result. Is it acceptable to def...
