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Hello, 1. I received lumpsum distribution of pensions and were given option for direct rollover (where checks were written out...

I retired from law enforcement (Florida) at age 55 and after 25 years of service. I put my retirement fund...

In March 2020, I made max $6000 contributions for both 2019 and 2020 tax years to (mistakenly) my Roth IRA...

Fact pattern referenced below. -IRA owner died in 2016. DOB 7/19/1938. DOD 3/31/2016 -the beneficiary form directed 25% of the...

can i convert ROLL OVER IRA by paying tax and convert to ROTH IRA. Is it possible to trnsfer converted...

Contemplating a multi-year conversion plan for both spouse and I using this strategy (spreadsheet). Wondering if there are any special...

I left a company in December 2020 and rolled my Fidelity 401k amount ($55,000) to a Vanguard IRA. In January...

An IRA owner passes away. She had her husband as the primary beneficiary and her children as the contingent beneficiaries....

If upon leaving employment, someone wants to convert the contributions that went into the employer’s after-tax 401k to a Roth...

So, my Father died in 2019. I did their joint tax return for 2019. My mother received a stimulus payment...