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My wife (age 59) and I (also 59) currently max out pre-tax contributions ($26K) to my 401(k) and also max...

I’m new to the forum, so my apologies if this has been asked and answered frequently in the past. My...

I continue to be very confused on this topic and how/if our IRA’s are protected from Creditors. Here are my...

Wondering if anyone has employed this strategy for separating pre and post tax IRA contributions so you can do a...

Question: Ed, My client recently passed away at the age of 86 and the beneficiaries were his twin grandchildren who are six years old. Does their 10-year clock to withdraw the funds start right away, or can they wait until they are 18 years old to start their 10-year clock to withdraw the funds?

I have been using & expect to continue quarterly estimated tax payments because the irregular “income” and a general unwillingness...

Is there a recommended software model out there that will allow me to optimize the after tax benefits of future...

(My original post stated individual was still working when he died but that was not accurate.) 78 yr old individual...

Client turns 65 on Dec 1, 2021 and is covered under a group health plan which is a HDHP. She...

A recent retirement planning tool analysis indicates we’d be having SS taxed at 85% 27 out of a 30 year...