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The 529 account we established for our son has funds left in it sufficient to cover 5 years of maximum...
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Alan, my understanding of advice for a married couple (ea. 80 yr. old) with a ROTH IRA wishing to leave...
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Client inherited an IRA from a good friend (non-relative). Her RMD for 2025 was not taken. questions: The RMD has...
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Tax prepping client who changed jobs. Money was taken from old 401k to satisfy a loan when he left. Code...
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Hypothetical example: IRA Owner born July 1,1968 takes first 72t distribution on July 8, 2024. Is the last distribution in...
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Client converted after tax money from their 401(k) to their Roth IRA but mistakenly also converted the earnings instead of...
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Came across an interesting case, but a bit of a quandary. Seems a window who had a large IRA made...
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I have a quick question. Is there a deadline for IRAs to be transferred to the spouse after the divorce...
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Hello, We had an extensive “conversation” in November 2024 regarding using NUA for my first (2024) and second (2025) year...
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Have client with approx. 600k in an IRA. She made a trust for her grandson who has some disabilities. She...
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