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Inherited Traditional IRA – I am grandmother of 4 young children and only direct family member left (sister of deceased)....

Dear Mr. Slott and Associates, I have a conundrum involving basically a tax question relating to Obamacare and Roth accounts....

Can a person still make an Indirect Rollover Contribution to an IRA even if it is past the 60day window...

Hello, I recently learned about after-tax contribution possibility to a 401K plan. I”m assuming that it’s different than Roth 401k....

Question: husband dies, wife is 54. Husband’s IRA is large and the wife may (or may not) need to tap...

Question: husband dies, wife is 54. Husband’s IRA is large and the wife may (or may not) need to tap...

Hello- I have seen posts on the interplay of the NUA strategy and doing in-service distribution of after-tax contributions/earnings. Does...

I have an question relating to correcting a failed Roth rollover. Here are the facts: 1. In 2019 my company...

Hello- Client (age 29) is currently working. He has made both pre-tax and after-tax contributions to his 401k. His plan...

A new client has to submit paperwork for a distribution due to divorce pertaining to a Thrift Savings Plan. There...