Search found 2 matches

by dpaznek
Sun Jul 16, 2017 12:14 pm
Forum: Personal Finance (Not Investing)
Topic: S-corp sale/gift
Replies: 1
Views: 248

S-corp sale/gift

Hi All, I am a long time employee (not a shareholder) in a two partner (50/50) owned S-corp. One of the 50% owners wants to start exiting the company and would like to transfer part of his ownership to myself and another employee at 10% each initially as next-generation planning. I am curious what t...
by dpaznek
Tue Mar 21, 2017 12:34 pm
Forum: Personal Finance (Not Investing)
Topic: Roth IRA over contribution
Replies: 1
Views: 241

Roth IRA over contribution

Hi All, I was hoping to get some advice on a Roth IRA over contribution. My wife and I are hovering just over the income limit this year to contribute any amount to our Roth IRAs. Unfortunately I didn't realize this until recently and we have both already contributed to the limit, well over the limi...