@bryanhasling : Another DIY client who has prioritized backdoor Roths for both spouses - at the advice of co-workers & reddit for years - and form 86506 is no where to be found. No brokerage account. Lack of liquidity. But has a real tax preparer? What are we doing here people? • TwiCopy

Bryan Hasling, CFP®

@bryanhasling

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Financial Planner @ ModernFP.com • Investment Mgmt • Equity & Tax Planning

ID: 112339185

linkhttps://www.modernfp.com/review calendar_today08-02-2010 04:07:48

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Bryan Hasling, CFP®

@bryanhasling

24 days ago

Another DIY client who has prioritized backdoor Roths for both spouses - at the advice of co-workers & reddit for years - and form 8606 is no where to be found. No brokerage account. Lack of liquidity. But has a real tax preparer? What are we doing here people?

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