Site search

I’m transferring a 401(k) into traditional and Roth IRAs. Traditional 401(k) to traditional IRA and Roth 401(k) to Roth IRA...

I was able to transfer the pre-tax amount in my TIRA to my employers 401k which allows such transfers, thereby...

Just wondering if, in New York, IRAs and Roth IRAs could be included in a lawsuit. For example, if someone...

Hello – I have read Ed’s articles in Investment News and Morningstar regarding the mega qualified charitable distribution. Among other...

Do the gains (conversion amount) of a traditional IRA get offset against capital loss carryovers before tax is calculated on...

Can a client move $1mm from 401 k account (after retired) to a donor advised fund? fully deductible? Is this...

AS a result of a class action suit, my client received a settlement check for a stock held in an...

I know that the 2021 RMD value is determined by the IRA account value as of Dec 31, 2020. The...

By Ian Berger, JDIRA AnalystFollow Us on Twitter: @theslottreport What if you have an IRA with your spouse as primary beneficiary,...

I have a Prudential Annuity and will be taking my first lifetime distribution this year. Because there is a beneficial...