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Husband passed away 2-13-2011, age at death was 60, his dob was 9-6-1950 Wife inherited his IRAs and remained as...

I have a 75 year old client that had an outstanding loan on his 401(k). He initiated a distribution after...

I understand that a nondeductible IRA back door roth conversion works well unless there are traditional IRA balances that create...

I have a client with a TIAA Cref ATRA Contract described as After Tax Annuity. Can that be rolled to...

Question: Hello, I have a question about the calculation for RMDs when they were missed for multiple years. Is the RMD calculated on the actual balance or the balance it would have been if the RMDs had been taken? Thank you,

The November 3 version of the Build Back Better Act has resurrected retirement law changes that will curb high balance accounts and...

As we’ve seen from recent tax proposals, Congress has retirement accounts in its sights for future tax increases, especially the larger...

I followed previous interpreted advice from this forum in order to avoid any interest penalty on a large Roth conversion...

FAILURE TO PAY RMD’S ON ROTH PLAN WHICH WAS FORGOTTEN: Employee of municipality paid into employer-match deferred comp Roth plan...

Any IRA owner turning age 72 this year will have a required minimum distribution (RMD) due for 2021. But, depending on when they celebrate their 72nd birthday, the deadline for taking the 2021 RMD may be different.