November 30, 2022
Forbes writer Julie Jason interviewed Tax Manager Alex Kotwal for a column about the complicated situations involving 401(k)s that can arise when working after age 72.
Forbes
By Julie Jason
Excerpt:
Since each person’s tax situation is unique, you’ll need to consult with your tax adviser for answers that apply to you.
p>These reader situations can help illustrate how the rules work. I reached out to Alex Kotwal, a CPA and tax manager for Marcum LLP, a national accounting and advisory firm, for some general insights.
