Forum
Because of the SECURE Act 2 years ago, I decided to bunch charitable contributions and do 3 years’ worth this...
Read more
Forum
Hello, I am a subscriber to your newsletter. I spoke to Glenda and she told me about your system for...
Read more
Forum
case -mom and dad die in their 70s in 2016, -they have 4 adult children (one of which (J) is...
Read more
Forum
Hello – With the 70.5 age limit now lifted for IRA contributions (SECURE Act), could a younger, still-working spouse (she...
Read more
Forum
Question posted: In December 2019 I instructed TransAmerica to Rollover 401(k) account funds to existing Fidelity IRA Rollover account. Unfortunately...
Read more
Forum
My 73 year-old client retired from a public library in December 2019, and in March we submitted a form to...
Read more
Forum
I know there are IRA contribution limits for deductions…someone had asked if they’re maxing their employer plans, should they contribute...
Read more
Forum
Trying to research what happens to the IRA of a descendant where both non-spouse beneficiaries die a few months after...
Read more
Forum
Jeffrey Levine in Kitches writes “the question as to whether Conduit Trusts subject to the 10-Year Rule are even a...
Read more
Forum
Has the IRS declared whether a Charitable Gift Annuity ( split interest gift) would be eligible for the 100% deduction...
Read more