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Wallstreet Esq.
Wallstreet Esq., Tax Attorney
Category: Tax
Satisfied Customers: 577
Experience:  10 years experience
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Lev I got your input before christmas on tax and realizing

Customer Question

hi lev
I got your input before christmas on tax and realizing investment gains and income and i got a $100,000 Roth conversion. My accountant and broker still gave me little help and i did draft10 year investment gains realization plan to which realizes $1.5m in gains and income to principal at $10,000tax per/ year and ask my broker help me complete and he gives the run around.i asked for another $100,000 Roth for jan 2 and have gotten no reply from my broker. I really don't want to go thru hassle of dumping the guy because i don't know anyone. A wake up call would be good.If i could email him and say, Lev will contact you via email and please provide him with the following information. and i develop a list which you ok. And they email and ask him for it.
i think that would get action. In any case i get a 2nd opinion.thanks tom
Submitted: 11 months ago.
Category: Tax
Expert:  Lev replied 11 months ago.

I am not sure what exactly you want me to do?
If needed - feel free to share all our communications with your broker.
But if your broker doesn't reply - ther eis nothing I may do..