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

On 1/6/22 there was a question/answer posted on https://irahelp.com/slottreport/10-year-payment-rule-and-2022-post-death-required-minimum-distributions-today%E2%80%99s-slott Q:Has the IRS clarified the 10-year rule on inherited IRAs? Do...

Alan, Background: Retiree turns 72 in 2022. At the end of 2021, he has the following qualified accounts: 401K: $500K...

A client’s husband died in early 2012. His state pension agency is only now is distributing his defined contribution plan...

I’ve been knocking this around in my head for the last 24 hours, and I can’t seem to land on...

We have a client that took a distribution of $150,000 late January from his IRA. This represented his entire RMD...

Taxpayer has not yet filed her 2021 tax return. Taxpayer left job and took another job in 2021. She overcontributed...

Bill’s company has 5 employees and they have a traditional safe harbor 401k plan. He is the owner and is...

I continue to read with interest the emails from Ed Slott about updated IRS rules about the subject. Now the...

I have a unique (I think) situation that I haven’t been able to find any answers to. We had two...