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Greetings, just found this forum…very impressed! I initiated a 72t about 13 years ago due to some health challenges that...

My IRA & ROTH-IRA are both more than 15 years old.  I’m age 65.  For the past 3 years I...

My IRA & ROTH-IRA are both 15 years old. I’ve converted some funds from my IRA to my ROTH-IRA for...

In 2024, a client (age 49) and inherited her husbands (age 50) IRA and left it as an inherited IRA....

In 2024, a client (age 49) inherited her husbands IRA (age 50) and left it as an inherited IRA in...

My client, Susan, age 81, passes away in late January 2025. She has a traditional IRA with $900,000. One beneficiary,...

Hello Alan, I have a client who is executing a 60 day rollover following a mistake by the 401k plan...

The pro rata rule applies if a person makes a non-deductable contribution to an ira and converts after tax funds...

Quote at the bottom of pages of IRA. ISSUE:  Written at the bottom of pages in the “inherited Trust” IRA...

Hello- Husband owns a business. Wife is part-time W2 of the business. No other employees. It is an LLC that...