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After much discussion in our office on this topic, we need help. Our questions is if a non-spouse inherits an...

I’ve had a funded ROTH IRA for 20+ years. I’m age 61 and am planning on converting part of my...

F is for Fun. And we have a ton of fun today talking to Rob Phelan about his new children’s...

If a sole owner of a Sub S Corporation with no employees and is contributing to a SEP IRA, can...

Employee has 401k worth $2M which includes $500,000 of after tax contributions ($100,000 of Pre 1987 and $400,000 of Post...

In 2019, I transferred my ROTH + Traditional IRAs from one firm to another firm. At no time did I...

Questions with the new rules as of Jan 1st, 2020: – Inherited IRA’s are no longer stretched, but for just...

On July 15 and 16, financial advisors from around the country gathered virtually for Ed Slott and Company’s Instant IRA Success workshop. We took a deep dive into the rules governing retirement accounts and engaged in some lively discussions of issues that advisors on the front line are facing regularly as they help their clients plan for a secure retirement. Here are five takeaways to share from our recent meeting:

We have a 40 year old client that has outside 1099 income. They are deferring $15,000 to their 403b, but...

Husband sets up to have monthly withdrawals to satisfy 2021 RMD for traditional IRA. He dies mid-year. Elderly spouse will...