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Good afternoon, Can long gain on sale of publicly traded stock be offset with NOL carryforwards from a business? Client...

Most articles I have read warn you against purchasing funds right BEFORE an ex-dividend date, since you just bought a...

I’m sure this has been addressed many times before so I’ll not expect lengthy responses or explanations, but do hope...

Background: Client has had Roth IRA greater than five years outside of her TSP. She retired from the Government and...

Good afternoon. Individual who is going through a divorce has an IRA. Let’s say they are looking at taking out...

Hello, With respect to the new extension for rolling over 2020 RMDs in IRS Notice 2020-51, are you of the...

If someone names their revocable living trust as a contingent beneficiary, does the balance have to be withdrawn in 5...

I made a qualified charitable distribution from my IRA in January 2020. Since the Cares Act suspended the RMD requirements...

Suppose retired client regularly takes quarterly distributions from IRA 1 and places the cash into the savings account at their...

I saw that all distribution taken out in 2020 can be rolled back as long as it’s done by 08/31....