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Participant wants to do in-service rollover of after tax contributions in their 401k to their Roth IRA. Plan allows for...

I have a question about an inherited IRA that occurred before and after SECURE ACT. Original IRA holder dies in...

Hi, have you already decided on the gifts for your ladies?

Background: 403(b) was inherited in 2020. RMD’s had already begun. Beneficiaries are not EDB’s. Plan fits 414(d) definition of gov’t...

I have an IRA question about *timing* of earned income. I am semi-retired and have very little earned income so...

My November 29 Slott Report entry was titled “The Pro-Rata Rule Explained – You are Not Getting Taxed Twice.” I closed that article by stating there are exceptions to the pro-rata rule and ways to clean up an IRA that contains a mix of pre-tax and after-tax dollars (basis). Included here are three exceptions to pro-rata and how IRA owners could potentially “isolate basis” – reduce an IRA to only after-tax dollars, thereby setting the stage for a tax-fee Roth conversion.

We have a client who is 75 years old. He retired this year and rolled his 403B over to his...

Howdy- My client passed earlier this year and was NOT taking RMDs. She left her Roth and Traditional IRAs to...

Mary an 82 year old in 2021 single person, inherited in June 2017 a traditional IRA from a friend who...

Does client have until Dec 31st of 2021 to withdraw her RMD if she reaches age 72 on December 26th,...