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Hi: I’m age 67 and executed a 2024 In-service employer Roth 401k and Traditional 401k rollover to the same already...

I am 72 years old and retired now. RMD will start next year (2025). I am planning to purchase QLAC...

A single widow, age 64, with no children has a $500,000 (I’ve rounded it) IRA she inherited from her deceased...

Hello, I hope this email finds you well!  I’m also hoping that you can clarify something for me. The fact...

Hello, I hope this message finds you well!  I’m also hoping that you can clarify something for me. The fact...

Fact Pattern – Taxpayer’s employer plan issued RMD checks in late August, with a note saying that they are not...

A client wanted to directly rollover the pre-tax portion of their 401a-pension account into their IRA.  the cost basis amount...

Say someone didn’t withdraw their full RMD in 2022.  The penalty would apply for the amount not taken in 2022,...

Instead of a 401K, client’s new company/employER is having its employees set up SEP IRA accounts so that the company/employER...

Husband was a designated beneficiary on a Roth IRA was was taking RMDs, then died in 2023.  Wife is now...