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My governmental (state) 457b plan is eligible for a rollover to 403b after retirement. Does 457b also have the same...

Have been doing back-door Roth for clients for years. This year, we front loaded and did them beginning of the...

I have an inherited IRA established in 2010; the original IRA owner was my father. I have been taking RMDs...

This can get confusing, so I am double checking. A client inherited an IRA from his sister several years ago....

Last year I moved two 401ks to my IRAs. Now I got my 1099s and I’d like to check on...

I just wanted to verify two things about a Roth conversion. 1. A person can do a conversion after the...

I recently lost my husband (6/2021). He had an employer sponsored 401K and when I called to let them know...

Hello, Two of my Roth IRA CDs at my bank matured in 2021. When I told the bank not to...

Best practices for management of a Roth IRA account include the need to (1) track basis in the Roth IRA,...

I may be reading too deeply into the definition of a spouse as a “sole” beneficiary, but I wanted to...