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In February of 2017, an unauthorized (fraudulent) credit card was opened under our name. Eventually it went to a collection...

I am using the NUA option on company stock, and paid the ordinary tax rate on the complete cost basis...

Assumptions: – Client has only pre-tax in IRA ($100k) and is not contributing – Client has a 401(k), no match,...

On February 23, 2022, the IRS released the long-awaited proposed SECURE Act regulations. The new regulations clock in at 275 pages and offer guidance on many SECURE Act rules. They also include a few surprises. Here are some highlights.

Hi All: I can’t really find a direct answer as I research this. I’ve got a Client who is financing...

the beneficiary was straightened out after a year, the attorney had the funds, but the accounts were cleared and held...

Question r.e. Post-Secure TIRA RMDs when primary beneficiary is 100% See-Through Conduit or 100% See-Through Accumulation Trust. Husband names a...

Greetings all, new guy here. I retired January 2021. I took 50k IRA withdrawal and received 33k from SSA. I...

NEW YORK, Feb. 24, 2022 /PRNewswire/ -- "Ed Slott's Retirement Freedom!", a new public television special that educates viewers on key retirement savings strategies to have more, keep more and make their money last, is now airing on public television stations throughout the country. Those who wish to tune in should check their local listings in their area.

I met a prospect whose mother died in 2019 and left him an IRA . Current, advisor at large wirehouse...