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Author Topic: Dallas, TX area tax adviors  (Read 539 times)

G Money Stache

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Dallas, TX area tax adviors
« on: January 03, 2022, 08:12:03 AM »
Can anyone recommend a good tax advisor in the Dallas, TX area? I feel I have managed my own taxes fairly well during working years.  All income was W2 and in fairly high bracket so I just deferred as much tax liability as I could. We  have $1.2MM in investments. $900k IRA/401K. $130K Roth. $170k after tax non qualified.

We are planning on Fire in the next 2 to 5 years. Current ages are 52 and 47. I would like some advice and planning on how to convert IRA/401 to Roth ladder and shield after tax accounts from capital gains.

I appreciate the help.

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cool7hand

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Re: Dallas, TX area tax adviors
« Reply #1 on: January 04, 2022, 07:26:45 AM »
The help you seek seems to be directed at federal law. Are there other issues peculiar to Texas? Or could you work with a professional anywhere?
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G Money Stache

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Re: Dallas, TX area tax adviors
« Reply #2 on: January 04, 2022, 10:11:43 AM »
No state taxes in TX. Tax issues would be federal. I would like face to face meeting if possible.
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