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Dear Alan et al, Our client passed away in Nov 2021 after his year-of-death RMD was taken. We just consolidated...

Can I do a Backdoor Roth Conversion with nondeductible contribution only and complete it before having pretax IRA rollover from...

How should line 2a of a 1099R read after making an after-tax contribution to a 401k then converting to an...

Was there new clarification regarding Inherited IRAs and RMDs? It was my understanding the those inheriting IRAs, after the CARES...

First post here, hoping to get some advice. In January 2021 I left my previous employer and since I didn’t...

What will happen if I have a 72T distribution and then after a year I became permanently disabled? Will my...

Good afternoon. I was planning to start a 72T distribution supposedly this March 2022, but due to market volatility I...

OK, dumb question time… Let’s say my mom dies with a Traditional IRA with investments in FFFAX (Fidelity Freedom Income...

I am going to comment on the IRS’s new proposed rules for RMDs for Inherited IRAs (https://www.regulations.gov/document/IRS-2022-0003-0001). I was wondering...

Client is rolling over funds from a retirement plan that include three buckets of funds – pretax deferrals, Roth, and...