Do not cash the check for now, there is always a way...

来源: Potland 于 2025-12-31 15:12:55 [] [旧帖] [给我悄悄话] 阅读数 : (294 bytes)
回答: 出大事了，请大家指教，谢谢。 由 老朽 于 2025-12-30 16:48:43

Because my custodian sent my pretax $ to my Roth by mistake, after months of back and forth, they reversed the transactions...at minimum you can roll the check to any brokerage and buy back the same stocks within X amount of time, I think you are safe pls double check with your CPA...

所有跟帖： 

• 谢谢提醒 -老朽- ♂ 给 老朽 发送悄悄话 老朽 的博客首页 (0 bytes) () 12/31/2025 postreply 15:51:11

请您先登陆，再发跟帖！