Site search

Have been doing back-door Roth for clients for years. This year, we front loaded and did them beginning of the...

I have an inherited IRA established in 2010; the original IRA owner was my father. I have been taking RMDs...

Q: Can I invest my RMD (required minimum distribution) into my Roth IRA? —B.H. A: Easy answer: No. IRAs are subject to RMDs...

This can get confusing, so I am double checking. A client inherited an IRA from his sister several years ago....

Last year I moved two 401ks to my IRAs. Now I got my 1099s and I’d like to check on...

I just wanted to verify two things about a Roth conversion. 1. A person can do a conversion after the...

I recently lost my husband (6/2021). He had an employer sponsored 401K and when I called to let them know...

If you are under age 59 ½ and you converted your traditional IRA to a Roth IRA, you will need to watch out for the five-year rule for penalty-free distributions of converted funds. Not understanding how the rule works can result in unexpected penalties when you withdraw your Roth IRA funds.

Hello, Two of my Roth IRA CDs at my bank matured in 2021. When I told the bank not to...

Best practices for management of a Roth IRA account include the need to (1) track basis in the Roth IRA,...