Site search

Owner of Roth IRA passes in 2019. Leaves Roth to qualified trust. Trust beneficiary is deceased owner’s grandkid. Trust language...

An individual inherited Series EE bonds from their grandmother. The grandmother chose to defer the interest payments. When my client...

I need to rollover my 401k from a former employer to an IRA so I can start to take distributions....

I have a traditional IRA (T.IRA) that has a large certificate of deposit (CD) at a credit union. The credit...

Husband passed away 2-13-2011, age at death was 60, his dob was 9-6-1950 Wife inherited his IRAs and remained as...

I have a 75 year old client that had an outstanding loan on his 401(k). He initiated a distribution after...

I understand that a nondeductible IRA back door roth conversion works well unless there are traditional IRA balances that create...

I have a client with a TIAA Cref ATRA Contract described as After Tax Annuity. Can that be rolled to...

I followed previous interpreted advice from this forum in order to avoid any interest penalty on a large Roth conversion...

FAILURE TO PAY RMD’S ON ROTH PLAN WHICH WAS FORGOTTEN: Employee of municipality paid into employer-match deferred comp Roth plan...