Site search

My broker recommended an RMD for 2019. Can I reduced that amount proportionately according to the percentage of after-tax contributions...

Looking for comments on the following statements to confirm my understanding and belief on “go forward” new discretionary living trusts...

A client has the $1.2M in their 401k account. The after-tax account balance of $110K includes $59K i(post 86) after...

If a younger than 59 1/2 aged client’s spouse dies and due to age she elects to keep as an...

I was trying to think of workarounds for stretch IRAs in light of SECURE besides Roth conversions and CRUTs. One...

We have several clients where mom or dad died before 12/31/2019 and the kids did beneficiary IRA’s. The RMD’s have...

Individual left Traditional IRA to Estate. Died after RMD had begun. Can the Estate receive funds and rollover to another...

I understand the IRS ruling that does not allow one to buy an identical stock in an IRA account after...

Fact Pattern: I am 71 as of 1-1-2020. 2020 $1,000 Deductible IRA Contribution. I had more than $1,000 of earned...

What are the new rules on distribution of leftover ira after the death of the benefitiary of the ira account?...