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Our firm has a 72(t) calculator we have used for years when calculating 72(t) payments. It has not updated the...

I am considering a new job as a contractor(consultant) instead of a regular employee and have a few questions. 1....

With a potential $1M balance in retirement accounts, and having minor children currently, I am understanding that accumulation trusts set...

IRA Owner dies and leaves money to the grantor trust of his non-EDB beneficiary. If this trust is irrevocable (but...

I’ve read thru Ed Slotts description of the proposed reg rules for IRAs under the SECURE Act, and I think...

Greetings, We have a client that recently retired from a church that has a 403B RMD due before we can...

Given the turmoil in the markets, I’m worried about my IRA. I’m looking for investments other than stocks and bonds that might work for me. What are your thoughts about buying and holding real estate inside an IRA?

If one has two sons, one is almost 22 years old and one is 25 years old and is about...

I have a client that is 52 and just left his employer (Employer A). He has $500,000 in Employer A’s...

The deadline for filing your 2021 tax return is this Monday, April 18. It is extended through the weekend because IRS offices in Washington DC are closed on Friday, April 15, in observance of the locally recognized Emancipation Day. As such, this buys all of us a couple of extra days to complete our returns. For procrastinators, or for those who simply had time get away from them, there is still sand in the hourglass to complete certain IRA transactions.