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The current House of Representatives’ Ways and Means Committee’s draft document for changes to Roth conversions (see: https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwiLm725k5v0AhWPLTQIHbrcBgIQFnoECAIQAQ&url=https%3A%2F%2Fwaysandmeans.house.gov%2Fsites%2Fdemocrats.waysandmeans.house.gov%2Ffiles%2Fdocuments%2FSubtitleISxS.pdf&usg=AOvVaw1_7PYccRiQXk0ekGvTmg2X ) says...

A husband passes away in 2015, which is after his Required Beginning Date. He has a 401k, of which his...

My brother-in-law passed December 2, 2019. My husband (brother) is the sole beneficiary of the estate. Probate just closed this...

Good morning, A client took a pre-mature Roth IRA distribution in the middle of 2019, all while making regular Roth...

Wife passed in 2020. Husband is the sole designated beneficiary of the wife IRA. Husband passed in early 2021. At...

IRA Owner dies, leaves IRA to trust, where Surviving Spouse is bene. Residual benes of trust are deceased owner’s kids...

We have a SIMPLE Plan where an employee entered the plan on 1/1/2020. This employee has then left the company...

This is somewhat of a personal situation, in light that my sister passed away this past June. Our family, 5...

Client named 5 beneficiaries, one of whom was a charity. The representative of the charity failed to take a distribution...

Hello, My husband died this year at age 68. I am 69. He had an employer sponsored 401K and a...