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It’s back to school time! Any parent will tell you that education can be expensive. You cannot afford to miss out on any possible option out there that may help you save. One savings tool that you might overlook is the Coverdell Education Savings Account (ESA). Here are 10 things you need to know about ESAs.

An individual inherited her ex-husbands IRA in 2020. She has not made a decision as to what to do as...

Hello- Client has a small Traditional IRA they received as a part of a credit card promotion. 1. Do they...

My IRA will be transfered to my spouse upon my passing. Now she has IRA in her name assuming no...

If someone with a Roth IRA passes away and the spouse inherits the Roth, what happens? Do the assets receive...

As I understand it, when someone over 59 1/2 rolls over their Roth 401k to a brand new Roth IRA,...

We continue to get lots of questions about the company savings plan contribution limits. There are actually two different contribution limits – the “deferral limit” and the “overall limit.” This makes things very confusing, especially if you’re in multiple plans at the same time or you change jobs in the middle of the year.

A spouse can first use an inherited IRA if needing money before turning 59.5 and then switch it to a...

Hi I recently inherited a 401k that I rolled over to a Beneficiary IRA. Throughout the next ten years I...

Question: I read of a way to move money from an IRA to a Roth without incurring any taxes. You set up an IRA account and make a non-deductible contribution of $6,000, then you convert it into a Roth. Is this legal and possible? Thanks!