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I was told I can’t efile with two 8606 forms, both in my name. I have my own 8606 basis...

Myself & 2 siblings inherited Mom’s Traditional TSP acct. She died in 2021 w/o taking her 2021 RMD. TSP divided...

Same fact pattern as a previously indicated but with additional information that Mary did not take withdrawals from her ROTH...

I am 77 years old and don’t need the funds to live on from RMD’s from my traditional IRA or...

The federal ERISA law gives spouses of plan participants in ERISA-covered plans certain rights to the participant’s account. There are two types of ERISA financial protection for spouses. Spouses of IRA owners usually don’t have similar rights. The first type of protection applies to all ERISA plans. Those plans must automatically treat a married participant’s spouse as his beneficiary – unless the participant designates another beneficiary and the spouse gives written consent. (Spouses in community property states also receive this protection for IRAs established during marriage.)

I’ve inherited a Roth & a Traditional IRA account in 2021. Using the same company as the original owner, I...

Simple IRA plan is with TD Ameritrade. Advisor is moving firms and no longer custodies with TD. No advisor is...

So my mother passed in 2016 and left two inherited IRAs to me and my two siblings. One was our...

Single person (Mary) died on May 1, 2016 born July 2, 1934 left, to Jane a friend, 3 Roth IRAs...

My governmental (state) 457b plan is eligible for a rollover to 403b after retirement. Does 457b also have the same...