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Hello, If a person earns $300 in W-2 gross income before Medicare, Medicaid, Federal and State income tax deductions and...

Had a client who inherited IRA from her mother who passed 3 years ago.  Mom was taking RMDs at time...

According to IRS publication 590-B ( on the top of the left side of page 10),  an eligible designated beneficiary ...

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...