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Hello- Client made the following transactions in 2019: 1. Rollover from qualified plan (with both after tax and pre tax...

Is it possible to do with the govt’s TSP?

Can anyone elaborate on how one might do a mega-backdoor Roth conversion using a solo 401(k)? Also since I have...

I retired in 2019 (age 61) at which time I converted my 401K Roth to a Roth IRA. The 401K...

Client’s father had a Roth with Client as beneficiary; father died in 2001. Account was changed to an inherited Roth...

I plan on doing a partial Roth conversion in 2020 taxes on my TIRA. I also plan to make QCD’s...

Have a client who took a distribution from Thrift Savings Plan. Part of the plan included an After-Tax Contributions account...

I am the owner of a Roth IRA and am confused about the withdrawal period for my non-spousal beneficiaries. IRS...

The SECURE Act calls for non-spouse beneficiaries to withdraw all the IRA funds in 10 years from date of benefactor’s...

I made an ineligible contribution to my self-directed Roth IRA (2019) as I am not earning income. My CPA suggested...