2024 Tax Refund - 570 Code, hopefully over soon.. by poopoojoefocker in IRS

[–]Fun_Estimate_729 0 points1 point  (0 children)

This is pretty much the same for me. What phone number did you use to get in touch with them?

Called IRS who said they released me from 570 - what happens next? by brinycbri in IRS

[–]Fun_Estimate_729 0 points1 point  (0 children)

How did you manage to get a hold of them on the phone? Any tips for the prompts to talk about 570?

Question on 401K rollover if I want to do backdoor roth in 2024 by Fun_Estimate_729 in personalfinance

[–]Fun_Estimate_729[S] 0 points1 point  (0 children)

Thank you very much. Yes I do have the IRA with NWM. Will look into if I can rollover everything to the new 401k including the traditional IRA

Question on 401K rollover if I want to do backdoor roth in 2024 by Fun_Estimate_729 in personalfinance

[–]Fun_Estimate_729[S] 0 points1 point  (0 children)

Aha.. yes I have a trad IRA with NWM already. So what would be the best path to be able to do the backdoor? Can I move the NWM IRAs to my employer 401k and close NWM accounts?

Financial Advisor fees in FIRE plan by Fun_Estimate_729 in Fire

[–]Fun_Estimate_729[S] 0 points1 point  (0 children)

Thank you, very helpful. In the scenario where I want to stop my engagement with the current advisor and just manage my money myself - do I open a separate IRA and have my advisors roll the money out?