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Hello, I had a question concerning tax reporting of excess ROTH IRA contributions I made in 2020. I think I...

Hello, I bought the stock of a company that I worked for in 2000 and I bought 42 shares. The...

Facts: Client age 60, retired December 2021. In Jan 2022 with 401k custodian client processed the following rollovers: 1. 3.7M...

Question 1: filing for excess contributions to Roth IRA for multiple years on 5329’s. They are all completed. Is it...

My understanding of stretch IRA rules is that, in calculating the first RMD on Table I, you use the bene’s...

My understanding of stretch IRA rules is that, in calculating the first RMD on Table I, you use the bene’s...

Do you have to make all your pre tax 401(k) contributions before you can make after tax contributions? Can you...

FACTS: Client age 60 401k after-tax contribution balance $45,000 401k earnings on after-tax contributions $15,000 401k Total Value $1,000,000 401k...

401k participant has appreciated company stock Separated from service in 2021 He took (in 2021) a distribution of dividends (from...

I understand a full liquidation of the 401k must be completed with in a year after moving company stock into...