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Hello, I just want to confirm for the new RMD age per the Secure Act the cut off deadline in...

I know the IRS often uses “rollover” and “transfer” interchangeably, but my understanding is that: 1.) “Rollover” is properly used...

Background: I have a 73 year-old prospective client who would like to open and fund a traditional IRA. He’s single...

When you are planning, what does everyone use to estimate state taxes for your clients? I would like to automate...

Will an IRA QCD distributed for a client turning age 72 in October, 2021 count toward their 2021 IRA RMD...

For several years, I understand that you could only move from a Simple account to another Simple for two years...

My clients attorney is shortly entering into arbitration settlement discussions for age discrimination lawsuit that his prior employer now wants...

Hello – In light of the new RMD tables for 2022: 1. Is this at all relevant for a non...

Hello – Prior to The Secure Act, it made sense for a spouse who inherited a retirement plan to roll-it...

Client (Paul) father’s second wife, Lynn, was born in 1952 and died in 2015 (at age 63), leaving Paul’s father...