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Recent content by RonTrull
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Pre Tax account statements
What is the name of your state? Pennsylvania Hi. I have pretax investment account statements (simple rollover IRA and 401K) going back to the early 1980's. It is a lot of paper. I am moving to Pennsylvania. I need to downsize. How long should I keep statements? I think that withdrawals are 100%... -
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Roth withdrawal
What is the name of your state?NJ How much of a 2018 withdrawal from a Roth IRA is taxable by my state (NJ)? Will my Roth custodian tell me at EOY the amount that was principal and the amount that was earnings? Will this withdrawal affect my (IRS) Modified AGI and therefore my (Obamacare) ACA...