I am finally close to completing my traditional to Roth IRA conversion. It
is nigh unbelievable how many mistakes and misdirections Citi Smith Barney
personnel have laid in my way.
Since I originally started the account when I lived on Long Island, the
advising to this account is at an office in Garden City. But 10 years ago
I moved to NJ. I am planning to pay taxes due to the Feds and to NJ. I
hope that the location of the advisor in NY won't lead me into trouble with
Andy Cuomo, the NY AG, if I don't pay NY taxes on this conversion.
Does anyone see any problems with this?
- posted 12 years ago