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I have a client that made a loan from a self-directed IRA (through the trustee) to his friend. The loan...

Hi community members, I’m a sole proprietor with a Solo 401k plan. I also have a day job, and maxed...

Dear Alan, I have clients who made excess $7,000 Roth IRA contributions for the 2019 tax year and haven’t withdrawn...

Double checking. Am I correct in assuming that if someone turns 50 this year, and otherwise qualify, they can contribution...

last year i did in-kind rollover from brokerage tIRA to employer 457b ira. also did roth conversion, several months apart...

Hi Alan-iracritic Thank you for all the help during this process for me. To refresh, my mother passed away and...

Client made contribution to Non-Deductible IRA after filing taxes. Essentially, filed his taxes in March 2021 and made a 6,000...

2 large brokerage firms told me that with inherited IRA I would have 10 years in which to remove all...

Client rolled after tax money into a Roth 4 years ago. After tax funds held for 10 years. Does he...