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When doing a 72T and using the RMD, is the amount after calculation the minimum to withdraw or is that...

We are a retired couple in our mid-80s with traditional IRAs, my Roth IRA, and a joint taxable investment account....

Mother had IRA, passed away in Jan. 2021. RMD was paid to her checking account June 2021. 4 sibling beneficiaries...

It would appear that under typical circumstances , bonds would be the preferred asset class for an IRA/401k for tax...

Hi, I was hoping the wisdom of the crowd could assist with a question I have. Situation: Friend 1 passed...

Hello All, My ex-husband had several IRAs with his Estate listed as his beneficiary. He died in 04/2021 and left...

I’ve attended many of Ed’s presentation over the years and have always enjoyed them. I have a unique situation at...

1.) A 72(t) was commenced in Nov. 2017 using the fixed amortization method. In the initial stub year of 2017,...

I am struggling to find an answer to my situation. My wife’s 82 year father passed away about 6 years...

My wife (age 59) and I (also 59) currently max out pre-tax contributions ($26K) to my 401(k) and also max...