Dr. Amy Hubble
@oklahubble
Investments • Research • Sarcasm
ID: 21834701
http://www.radixfinancial.com 25-02-2009 04:04:05
1,1K Tweet
624 Followers
864 Following
WHAT?!?!! 🤬 Big 12 Refs
Another day, another Roth conversion, and another completely unnecessary client signature required by Schwab4RIAs to elect 0% tax withholding for a client under 59 1/2. This is the hill I'll die on.
Not me with another Roth conversion from a Non-Deductible IRA for a client under 59 1/2 who needs to sign paperwork to not withhold taxes at Schwab4RIAs' arbitrary withholding rate they never asked for.
And for a great cause in KarenLeungFoundation