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Client is 78 and still working. Her last day is 12/31/22. Since she only has a 401k, she hasn’t been...

At this time of year, financial articles typically cover festive topics with creative holiday metaphors. “Stuff Your Stocking with These Year-End Retirement Tips” or, “Stay Off Santa’s Naughty List by Implementing These Great Planning Ideas.” Lighthearted and fun – albeit corny – such commentary is usually bright, cheerful and easy to read. As the year comes to a close, I’m sure I will include similar language in one of my upcoming articles.

Hello, I have a question up for discussion and curious of others to provide feedback. In 2010, Client passes away...

Can a spouse who is a 50% IRA beneficiary still rollover to their own IRA if separate accounts were not...

I have a client who turned 72 this year and may want to take advantage of the still-working exception. He...

Client’s Grandfather (Tom) passed in 2013 at age 90 Client’s Father (Jack) inherited Tom’s IRA in 2013 and passed in...

Client with a disabled spouse wants to name a trust as beneficiary of both traditional and Roth IRA accounts. The...

I tried to look this up on the IRS website, but could not get a clear answer. Could you please...

My mother inherited an IRA in 2021 from her husband after his death at age 74. From advice I received...

My client is over 72, has an IRA and is still working. He is not an owner of the company....