Question: In late 2014 the Polks come to you for tax

In late 2014, the Polks come to you for tax advice. They are considering selling some stock investments for a loss and making a contribution to a traditional IRA. In reviewing their situation, you note that they have large medical expenses and a casualty loss, neither of which is covered by insurance. What advice would you give the Polks?


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  • CreatedMay 25, 2015
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