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Sam Jones

Apparently, this user prefers to keep an air of mystery about them.

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13 Wife has FSA with employer, and my new employer offers an HSA plan. What to do? Jan 9 '15
3 Already made contributions to a Rollover IRA in 2013, but exceeded the income limit to deduct. What to do? Feb 14 '14
3 Requested to recharacterize 2013 IRA contributions. Broker insists I fill out a “Conversion” form. Is this normal? Mar 11 '14

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