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I am using H and R Block tax software to generate a 1041 K-1 for an Inherited IRA Distribution. When...

An IRA rollover to govt. THRIFT SAVINGS is allowed.  The issue here is can the employee take his $500,000 outside...

Hello, IRA beneficiary quest. Bob was 75 years old and passed away. His bene is a non-spouse designated bene who...

A SIMPLE IRA was established in 2019, and will be continued by the employer indefinitely. An employee has made contributions...

Question:I have a large non-qualified 457 deferred compensation plan and I am required to take distributions. I am looking to minimize taxes. Can I roll over these funds to an IRA?

Hello, A company recently rehired an employee who separated from service two years ago. When he left, he chose to...

When the “check engine” light comes on in a vehicle, most people are rightfully concerned that something is wrong. When a fire alarm blares through a building, it is wise to take stock of your surroundings. And when a member of Ed Slott’s Elite IRA Advisor GroupSM calls and says a red alert popped up on his monitor as he attempted to do a 529-to-Roth rollover, we must assess the situation.

Beneficiary missed the 12/31 deadline of year after death to rollout inherited IRA.  Insurance company is saying that lump sum...

A participant in a 401K plan is age 73.  Last year he had ownership but sold his interest in the...