Topic Title: Reader Case Study - I hold 2k in a 401k and Fidelity is going to rollover in a traditional IRA
Life Situation: California, San Francisco, Software Engineer, H1-B holder under green card process.
Gross Salary/Wages: 160000$ no bonus and 13000shares in stock over 3 years
Individual amounts of each Pre-tax deductions 401k 3% No match on 401k
Other Ordinary Income: Nothing
Qualified Dividends & Long Term Capital Gains: Nothing
Rental Income, Actual Expenses, and Depreciation: Nothing
Adjusted Gross Income: Nothing