Site search

How is the Pro-Rata Rule applied for inherited IRA’s with after-tax funds, both spousal and non? Are other existing IRA’s...

My mother passed in mid 2016. She was 74. I inherited her Roth IRA. In 2017, I took one single...

Hello, I have a client who had a recharacterization in 2021 from the Roth to the Rollover. After the client...

I was hoping for a confirmation on whether this would work within the IRS rules. As of 3/1/22 if I...

Does anyone know painfully detailed rules on Net Unrealized Appreciation 401k distribution tax laws in terms of rollovers? If I...

The proposed regulations would be effective beginning 1/1/2022. For 2021 distributions, taxpayers apply existing regulations taking into account a good...

I have two clients that made deductible IRA contributions for Fed purposes for year 2020 and want to do so...

My client’s step father died in 2020, leaving his Roth IRA to my 55 year-old client. At the time of...

Taxpayer came to US from Canada 8 years ago to teach at US University and contributed to the schools TIAA...

Client (age 51) is making normal deferrals ($27k), and also making after-tax contributions ($3k). What are the rules around doing...