Site search

I understand that a person with a self employed 401k must make a formal election by year end for the...

I have a client who inherited a NQ Annuity. The Net proceeds were sent to her without a request from...

Client is trustee of family Trust. Investment advisor is recommending my client open a inherited trust account and distribute IRA...

Hello. New user here. I have one traditional IRA (TIRA) and one Roth. No other retirement accounts. Earlier this year...

My mother died this year and left me with both an Inherited Traditional IRA and an Inherited Roth IRA. Can...

We will be doing our annual Roth Conversion this month, and I cannot figure out what time of the month...

Two separate questions: 1. An 80 year old woman passed away and named her twin sister as beneficiary. Is the...

Am I correct to assume that there is no 10% penalty for a Roth conversion for a client under age...

HI: I have a prospect who has earned approx. 550k for 2021. He does not currently have a retirement plan...

This was my original post. First thank you very much for your help! I will try to make this short,...