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can i pass my ROTH IRA to my kids using life time gift exemption and estate tax exemption when alive...

I am looking for information regarding a person who is a terminated employer and has a 401k with that plan...

Two clients, one a doctor and the other a nurse. Doctor had his last chemo treatment approximately the time COVID...

Two clients, one a doctor and the other a nurse. Doctor had his last chemo treatment approximately the time COVID...

I understand the advantages and the disadvantages of naming a trust the beneficiary of an IRA. I also understand the...

Two weeks ago I filed my taxes for 2020. A few days ago (after I filed for 2020) I received...

Client, age 57 has $140,000 of after tax monies in 401k worth total of $2,000,000. Plan allows for in service...

Hi, In Oct. 2019, I left my job after being there 19 years. I was an HCE. In Nov. 2019,...

A rollover was requested by a plan participant from the former employer Plan to a personal annuity IRA. Both banking...

Hello- My client moved after-tax contributions ($1,300) and earnings ($200) from their 401k to their Roth last year. They received...