Forum → Tax & Finance

So frustrated with roth conversion tax planning right now

I publish illustrative scenarios prepared by my practice. All participants and conversations are fictional. The fictional posts are not posts by real users, accounts of client experiences, or reports of actual results.

Illustrative scenario prepared by my practice.

For informational purposes only. This is not legal advice. Laws vary by jurisdiction. Consult a qualified attorney for advice specific to your situation.

Hypothetical question

Has anyone dealt with something like this? I'm not sure what my options are.

Roth conversion tax planning. I've been dealing with this for about 5 months now and the situation isn't improving.

I have already consulted briefly with a lawyer but the other party is not cooperating.

Do I have a strong case? What should my next steps be?

Illustrative response

I've dealt with this before.

The #1 mistake I see here is filing with the appropriate government agency. I'd recommend gathering evidence first instead.

Illustrative response

Real talk: have you tried reaching out to your state's legal aid society? They sometimes have free resources or mediation services smh.

So frustrated with roth conversion tax planning right now

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