Site search

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

I met a prospect whose mother died in 2019 and left him an IRA . Current, advisor at large wirehouse...

I was told I can’t efile with two 8606 forms, both in my name. I have my own 8606 basis...

Myself & 2 siblings inherited Mom’s Traditional TSP acct. She died in 2021 w/o taking her 2021 RMD. TSP divided...

Same fact pattern as a previously indicated but with additional information that Mary did not take withdrawals from her ROTH...

I am 77 years old and don’t need the funds to live on from RMD’s from my traditional IRA or...

I’ve inherited a Roth & a Traditional IRA account in 2021. Using the same company as the original owner, I...

Simple IRA plan is with TD Ameritrade. Advisor is moving firms and no longer custodies with TD. No advisor is...

So my mother passed in 2016 and left two inherited IRAs to me and my two siblings. One was our...

Single person (Mary) died on May 1, 2016 born July 2, 1934 left, to Jane a friend, 3 Roth IRAs...