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If one takes a lump sum IRA distribution(s) during the current year that exceeds (or equals) your previous year’s RMD,...

We have someone who has completed a backdoor Roth contribution – already has done the conversion to the Roth IRA...

My mother, who recently died in January 2025, had a 401(k) balance, and had been taking RMDs from it for...

I have a client in his 60s that recently retired. His 401(k) with his former employer is broken down as...

I know these questions are going to seem a bit silly but I just want to clarify…. I know there...

Hello, we would really use your help regarding some Roth IRA help. My wife has had her accounts managed by...

Hello, Here is my issue: I contributed a non-deductable ira of 7500 for tax year 2023 on 4/9/24 I converted...

Additional follow up on previous post. A client has a 401k balance of $1 million. Included in this $1 million...

Client (Age 68) made a 2025 Roth IRA conversion from a qualified plan for $100,000. Afterwards, the client decided the...

I have a client that participates in an employee stock purchase plan. He’s 62 and his basis is quite low....