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A client’s mother passed away in 2018 (at age 85 so after RBD) and her IRA had no beneficiary designations...

Have a check for after tax money from 401k. Is that money eligible to do a 60 day rollover into...

Hello. I was talking with a couple of post office employees, almost ready to retire, who had questions about their...

Former spouse was named beneficiary of her X-Husband’s IRA X-recently died Is she considered a “Surviving spouse” beneficiary or a...

Hi, I received a distribution from a ROTH IRA that I did not re-characterize in time (I am over the...

Have a client that made a 6,500 non-deductible contribution to an IRA. There is a total of $7,500 in the...

Alan-iracritic, I would appreciate your comment on the likelihood that the proposed IRS changes in life expectancy tables will become...

Under the SECURE Act, can a trust be an an EDB if the primary and remainder beneficiaries are EDBs? if...

I have a client who has about 50k in the after tax portion of his 401k. Can he roll that...

My understanding is that the five-year period on a 72(t) payout schedule ends on the fifth anniversary of the first...