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Good Morning. If a client converts after tax contributions in a 401k to Roth within the plan does this impact...

Qualified Charitable Distributions (QCDs) are a common transaction these days, but all guidelines must be followed to ensure the QCD is valid. Recent court cases have exposed the absolute necessity to adhere to the rules…or the donation could be disallowed.

Hello, I was wondering if I could get your help with an issue I am having?. My common-law husband of...

Why/why not would the Grantor of a Living Trust want that Trust as beneficiary of their ROTH IRA and would...

Client owns his/her IRA , has children, and wishes to provide as much flexibility as possible for her Children and...

Will be meeting with a new client this week. Husband and wife in their 60s. They each made monthly contributions...

Question: I turn 72 in 2023. If I wait to take my first RMD until 4/1/24, do I calculate it using my IRA balance on 12/31/23 or on 12/31/22? I think 12/31/22, but do not want to assume. I can't find a clear answer in Pub 590-B. Tim Answer: Tim,

Client was laid off at age 57. She has a Roth 401(k). Given that she’s past age 55, a traditional...

According to many recent surveys, the fall months of September and October are overtaking June as the most popular time of year to tie the knot. If your wedding is approaching in the next few months, the last thing you may be thinking about is your retirement account, but when it comes to IRA rules, marriage has its benefits. Here are three IRA rules you should know before you walk down the aisle:

Good Afternoon. I have a new client that did not take their 2021 RMD. The client wishes to take it...