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Here’s the situation. IRA owner (age 90) died 11/30/2019 leaving her IRA to her children in equal shares, per stirpes....

Per this: https://irahelp.com/slottreport/2020-life-tables-and-rmds-todays-slott-report-mailbag, an RMD is the first distribution out of an IRA account but funds after that are not...

Is it possible to make a trust the beneficiary of a Roth IRA and subsequently leave the Roth funds in...

If deferred compensation from 457b plan distributions will appear on a w2 “income” and lifting of age for contribution for...

I recently left my position at a publicly traded company after 10+ years where I had an ESOP Retirement plan....

My question pertains to inherited IRAs. I have a traditional IRA with $436K in assets ($14K in cash, the rest...

Hi Alan, I kept getting an error message when I tried to reply to my original thread so I started...

I am doing NUA distribution from my 401k. My plan uses average share price to calculate average cost basis for...

Pretty sure I know the answer on this, but could do with a consensus. Original IRA owner dies a few...

I missed the Dec. 31 deadline for my 2019 IRA RMD and will file Form 5329 with an reasonable explanation....