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I want to verify I have my NUA facts and taxation correct on the following example, it’s hard to find...

Traditional IRA owner and husband died December 2020 at age 86. IRA owner’s wife, age 84, will rollover the proceeds...

Does the 10 year rule still apply if a trust is named the beneficiary of an IRA after the required...

Late last year a women had been hospitalized with seizures during a time that her brother had pass away. She...

I was recently informed that a close friend listed me as a beneficiary to her TIRA account. However, I am...

I am 57 old and have a ROTH IRA in my name. My spouse is 55 years old and the...

I elected not to take my 2020 RMD as allowed in COVID legislation. So it was a good time, tax-wise,...

I have a client that is working at XYZ school district and has a 457(b) annuity out of surrender, she...

I know there have been recent changes to the Kiddie Tax tax rate(now back at parent’s highest marginal rate) vs....

Hi, Concerning a Roth 401k—–When the custodian gives you 2 separate checks, one for your after tax contribution and the...