Search found 2 matches

by snoozer
Sun Nov 17, 2019 2:08 am
Forum: Personal Finance (Not Investing)
Topic: Refinance in CA with
Replies: 1
Views: 326

Refinance in CA with

Has anyone here done a refinance with Owning? They are a relatively new real estate company based in SoCal that also does mortgages, immediate purchases, and rebates for buyers. The refinance rates seem too good to be true with no closing costs, so I’m curi...
by snoozer
Tue Mar 12, 2019 12:06 am
Forum: Personal Investments
Topic: Megabackdoor Tax Reporting Logistics
Replies: 6
Views: 496

Megabackdoor Tax Reporting Logistics

Hello all, Has anyone gotten tax software to report the megabackdoor conversions correctly when doing the conversions on the gains? 2018 tax year I did the following: Post tax contributions to 401k -> my contributions are rolled over to a Roth IRA and gains are rolled over to a Traditional IRA Gains...