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Last year 2021 I understood that the IRS had clarification that as long as the beneficiary took out the proceeds...

Our client made a $6,000.00 2021 Roth IRA contribution but was ineligible to make that contribution. We are recharacterizing that...

Hello, I have a client who rolled over $150,000 in June 2021 and they took a distribution in October for...

In February of 2017, an unauthorized (fraudulent) credit card was opened under our name. Eventually it went to a collection...

I am using the NUA option on company stock, and paid the ordinary tax rate on the complete cost basis...

Assumptions: – Client has only pre-tax in IRA ($100k) and is not contributing – Client has a 401(k), no match,...

Hi All: I can’t really find a direct answer as I research this. I’ve got a Client who is financing...

the beneficiary was straightened out after a year, the attorney had the funds, but the accounts were cleared and held...

Question r.e. Post-Secure TIRA RMDs when primary beneficiary is 100% See-Through Conduit or 100% See-Through Accumulation Trust. Husband names a...

Greetings all, new guy here. I retired January 2021. I took 50k IRA withdrawal and received 33k from SSA. I...