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A taxpayer inherited an IRA through an Uncle who passed  in 2022, who was  taking RMDs and who 91 years...

The situation is this: a father (52 years old) died and had his 12-year-old son as the sole beneficiary of...

OCCULT SOCIETY, WHERE TO ACHIEVE ALL YOUR DESIRE IN LIFE, JOIN US NOW AND BE FREE FROM POVERTY AND PAIN,...

I am transferring a percentage of an I.R.A. because the client wants this account to name her one daughter beneficiary...

Hello, Hello, This article gives an example of a missed 2024 RMD and said it could be taken as late...

We have a client that wants to gift $50,000 to a local charity via QCD. He will have distributed $77,142.84...

Hi, I’m aware of the issues related to combining investment advisory fees for pre-tax, after-tax, 401k, and Roth accounts.  For...

Hi: I’m age 67 and executed a 2024 In-service employer Roth 401k and Traditional 401k rollover to the same already...

I am 72 years old and retired now. RMD will start next year (2025). I am planning to purchase QLAC...

In the May 8, 2024, Slott Report, we published a “cheat sheet” summarizing the confusing SECURE Act rules for beneficiary IRA (and company plan account) required minimum distributions (RMDs).