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Social Security Outlook Cloudy After Firing of Top Executive

• Down, Then Out
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Question: Can you put funds into a Roth IRA for a 14 year old using money you have paid the child for doing chores? Client was told all he needed to do was keep a record of what was paid by to the child. I have always enjoyed your presentations. Thank you, Cathy

I just inherited an IRA from my mother, it is split with my sisters, 3 of us total, so 1/3...

I am trying to think through all of the possibilities. The decedent left and IRA and an Inherited IRA (which...

Suppose you inherit 401(k) (or other ERISA plan) funds and then file for bankruptcy before receiving those funds. Can you lose those 40(k) dollars to your bankruptcy creditors? According to a recent decision of a Bankruptcy Court in North Carolina, you don’t have to worry.

Taxpayer’s mother died in 2000. Now she discovered that her Mom left her a traditional IRA that, until now, she...

I recently found my tax filings from the mid- to late-1980s and discovered that I have approximately $1,200 of after-tax...

Mom passed away last year at the age of 60 and had no beneficiary listed on her IRA. The custodian...

A client with an LLC is deciding whether to do a SEP IRA or Solo 401k I know the SEP...

Client dies January 15th, 2021. He was already taking his RMDS. Jackson National, custodian of his IRA distributed his annual...