
Closed
Posted
Paid on delivery
I'm seeking expert financial advice on the best way to withdraw funds from my IRA, Roth IRA, and personal savings accounts to make a six-figure down payment on a house. My main goal is to minimize taxes on these withdrawals. Key requirements: - Analyze my current accounts and balances - Recommend a withdrawal strategy that minimizes tax liabilities - Consider my age factor (between 59½ and 70½) Ideal skills and experience: - Expertise in tax-efficient withdrawal strategies - In-depth knowledge of IRA and Roth IRA rules - Financial planning experience, especially for real estate purchases
Project ID: 40525354
20 proposals
Remote project
Active 21 secs ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs