Site search

Hello – Client’s DOB is 09/15/1950, so turns 72 this Sept. Initial RMD is required to be taken by April...

My wife is the sole beneficiary of my Rollover IRA. We are both 75. Pages 160-161 of your 2021 book...

Is anyone aware of any software that allows the user to compare the differences between using QCD’s for their RMD’s...

Client died 08/31/2020. Company that Client’s IRA was with sent letter out 10/26/2020 saying beneficial/decedent IRA must be established by...

confused on options for moving money from IRA/retirement to a simple and not have it coded as a 60 day...

Currently in RMD 80 yr old and before dying he does not take his RMD. The spouse who is the...

Our client, age 33, made a $6,000 IRA contribution in 2021 and immediately converted to his Roth (back door Roth...

Louise died a few weeks ago at age 80. Her 53 y.o. daughter is her primary heir. Since Louise’s death...

I have a client that annuitized an IRA. They took a single life payout with a 20 year period certain....

Thank you to all who participate and contribute to this forum! I have found it both helpful and informative. Our...