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I have several IRAs that were IRA rollovers from 403b account from first employer that I have been taking MRDs...

A deceased client’s IRA was transferred to her heirs’ inherited IRAs before 12/31/2022. Dividends were paid between the date of...

With new legistlation, it seems Backdoor ROTH IRAs were left intact. Am I correct in this? Last year we waited...

SECURE 2.0 includes a number of new ways a person under the age of 59 ½ can access retirement account dollars while avoiding the 10% penalty. Historically, there have been more than a dozen ways to sidestep the extra charge. Things like first-time homebuyer costs, higher education costs and disability are all legitimate exceptions to the early distribution penalty. While taxes could still apply, the 10% penalty is off the table for eligible distributions. Here are two of the new “penalty-free access points” to both IRA and company plan retirement accounts made available in SECURE 2.0:

is this true? You are not allowed to receive any benefit in return for your charitable donation. For example, if...

Hello, I have the following scenario that I wanted to run by you: In 2017, husband died at age 87....

This is in your 12/28/22 IRA update by By Sarah Brenner, JD: HAPPY HOLIDAYS! CONGRESS GIFTS SECURE 2.0 “Rollovers from...

I have a client who inherited a Pre-tax IRA from his mother (who passed in December 2019). At the time,...

Inflation is driving higher limits on retirement plan contributions this year, but it’s also lifting the amount of income that’s...

74 yr old male is still working. He took an RMD from a small 403b from a previous employer and...