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I have a client that opened a Roth IRA after done working and made yearly contributions for the last 10...

When you file backdated 8606’s with the IRS to correct your after-tax IRA contributions, should you receive an acknowledgment of...

From Slott Oct newsletter – IRS Issues SECURE Act Guidance: The SECURE Act eliminated this rule beginning in 2020 and...

Good Afternoon, I have a client whos father had a state farm 401k, he passed leaving it to his wife,...

Good afternoon! Kudos to the slott team – thank you for all your help! I recently sat in on the...

DMx, thank you. I apologize for having to post the same question again as i did some minutes ago in...

An employee makes an annual contribution to his nondeductible TIRA at Vanguard which he then Roth converts except for a...

Deceased client IRA went into a trust checking account after death. 4 kid bene’s of Trust want to stretch out...

If a person has already done a direct trustee-to-trustee transfer out of their pension (401a) to a Traditional Rollover IRA...

If a person has already done a direct trustee-to-trustee transfer out of their pension (401a) to a Traditional Rollover IRA...