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A client contributed $5k to his SEP IRA in January 2021 which was coded as a 2020 contribution. After doing...

Hi, I have moved forward rolling over my mother’s 401k into an inherited IRA. I had a couple of questions...

I just inherited an IRA from my mother, it is split with my sisters, 3 of us total, so 1/3...

I am trying to think through all of the possibilities. The decedent left and IRA and an Inherited IRA (which...

Taxpayer’s mother died in 2000. Now she discovered that her Mom left her a traditional IRA that, until now, she...

I recently found my tax filings from the mid- to late-1980s and discovered that I have approximately $1,200 of after-tax...

Mom passed away last year at the age of 60 and had no beneficiary listed on her IRA. The custodian...

A client with an LLC is deciding whether to do a SEP IRA or Solo 401k I know the SEP...

Client dies January 15th, 2021. He was already taking his RMDS. Jackson National, custodian of his IRA distributed his annual...

Statement of FACTS James has a 401(k) Plan with his former employer, company ABC. As a “qualified individual” in respect...