2024 tax planning

Roth IRA obscure ordering rules (basis, conversions, earnings)

Have you ever wondered how your Roth IRA withdrawals are actually ordered behind the scenes? When it comes to Roth IRA obscure ordering rules—like the sequence of basis, conversions, and earnings—it can feel like decoding a secret financial puzzle. …

King of Hacks•

Wash sale unusual triggers (options, spouse, IRA)

Have you ever double-checked your trades only to be surprised by a wash sale rule triggering when you least expected it? Whether it’s related to options, transactions involving a spouse, or your IRA accounts, these unusual wash sale triggers can cat…

King of Hacks•
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