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We will be doing our annual Roth Conversion this month, and I cannot figure out what time of the month...

Two separate questions: 1. An 80 year old woman passed away and named her twin sister as beneficiary. Is the...

Am I correct to assume that there is no 10% penalty for a Roth conversion for a client under age...

Tis the season. Yes, it is the holiday season, and it is also the season to take RMDs. RMDs are back for 2021 after being waived by the CARES Act for 2020. With the return of RMDs come questions. One question we have been getting a lot this year involves RMDs when IRA investments are illiquid.

HI: I have a prospect who has earned approx. 550k for 2021. He does not currently have a retirement plan...

This was my original post. First thank you very much for your help! I will try to make this short,...

I recently discovered that last year’s tax return apparently didn’t include an 8606. (based on TurboTax generated PDF) I made...

During 2021, Congress has taken up a number of different retirement proposals, and it’s been difficult to keep track of them. Here’s an update of how things stand at the moment. Of course, new developments could occur at any time, so stay tuned.

H and W each under 50, married in 2021 each own separate S corporations in 2021 and earlier years. Only...

A Few Questions on Rollovers and 1099-Rs: Here is the scenario: Let’s say throughout the 2021 tax year, at different...