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A client took out two RMD’s after Feb 1: one from her traditional IRA and another from her spousal Inherited...

I know Slott had a post about this back in 2018 after the tax relief package was passed, that included...

In tax year 2019 I took sequenced actions as indicated in the subject line. When I did the RMD portion...

Good Afternoon – given there are “1000’s” of Mutual funds, how do you choose?. I’m a Morningstar premium subscriber and...

My mom passed away in January and left her traditional IRA to my 4 siblings and me (divided equally 5...

Our parents set up a trust for us, and now (after their death) my sister and I are the successor...

My wife is an enrolled agent with the IRS. One of her clients really screwed up. His father died in...

Please tell me if I am correct…. Husband had an old 401K which he rolled over to traditional IRA at...

I have a client who has a large IRA (not SEP). Each year he funds his SEP-IRA after we determine...

I own a TIRA (or 401k, or 403b, or 401a, or Roth IRA). I withdraw $1,000 on 4-6-2020 as a...