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How does a beneficiary report an inherited IRA distribution on their 1040? Grandma left money to her 2 children and...

When my wife passed away in 2003 I opened a “stretch” IRA for my granddaughter aged 2. In 2004 she...

A client has pre-tax and after-tax contributions in his 401k Plan. He has retired and wants to roll the entire...

A client recently passed and had an IRA which he left to his to adult children as beneficiary. They recently...

A working 65 year old (contributing to his 401k) has a $500k traditional IRA, of which $50k is after-tax. He...

Can you do an in-service rollover from a SEP IRA into a traditional IRA? Have a prospective client that has...

Is there a statutory or regulatory requirement for an IRA custodian to open a new inherited IRA account for a...

Hello IRA experts, What might be the reasons a high-net-worth client family might do a Roth conversion in 2021? I...

Is a traditional IRA placed in an Irrevocable Trust considered out side of ones total estate value for Illinois estate...

64 year- old working taxpayer has two existing accounts. One Roth IRA which was opened 15 years earlier by contribution....