Autumn W. asked

💰  Tax

My partner passed away three months ago, and I have been appointed as the personal representative for her estate. I need to understand the tax implications when her retirement accounts transfer to me and I withdraw funds to pay off our house and donate to her chosen charities. What kind of adviser do I need to find for this?

June 18th, 2023

Jason T. answered

You should seek advice from a tax professional or Certified Public Accountant (CPA) who has experien...

June 18th, 2023

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