
19 June 2024 | 12 replies
Quote from @Victoria E.: I am also following this thread.

13 June 2024 | 4 replies
Quote from @Victoria Hunkin: @Sabrina Liggett hi have you found a PM?

6 September 2016 | 10 replies
Victoria l

8 September 2016 | 5 replies
Welcome Victoria!

26 December 2016 | 19 replies
@Marc Woodward @Victoria Creighton @Oscar PromThanks for the kind words!

21 September 2016 | 5 replies
@Victoria CreightonPro-rata rules apply to non-deductible IRAs-an IRA where you make annual non-deductible contributions.So as long as you don't have any non-deductible IRA contributions, Roth IRA conversions are neither subject to the pro-rata rule or the 10% early distribution penalty at time of conversion.

18 September 2016 | 4 replies
Sure Victoria typically early AM's @ the PB or the diner by the circle are ideal and glad you've reached out.

29 August 2016 | 1 reply
@Victoria Ghafoor I see you are doing big deals.