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I’m new to the forum, so my apologies if this has been asked and answered frequently in the past. My...

I continue to be very confused on this topic and how/if our IRA’s are protected from Creditors. Here are my...

Wondering if anyone has employed this strategy for separating pre and post tax IRA contributions so you can do a...

I have been using & expect to continue quarterly estimated tax payments because the irregular “income” and a general unwillingness...

Is there a recommended software model out there that will allow me to optimize the after tax benefits of future...

(My original post stated individual was still working when he died but that was not accurate.) 78 yr old individual...

Client turns 65 on Dec 1, 2021 and is covered under a group health plan which is a HDHP. She...

A recent retirement planning tool analysis indicates we’d be having SS taxed at 85% 27 out of a 30 year...

An individual inherited her ex-husbands IRA in 2020. She has not made a decision as to what to do as...

Hello- Client has a small Traditional IRA they received as a part of a credit card promotion. 1. Do they...